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iShares Morningstar Small Value shares owned by Key FInancial

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Key FInancial

Quarter filed Position value Share count Share price at filing
2024-09-30 $433k 6.8k 63.48
2024-06-30 $376k 6.5k 57.91
2024-03-31 $47k 797 59.21
2023-12-31 $47k 797 59.21
2023-09-30 $41k 797 51.78
2023-06-30 $43k 797 54.02
2023-03-31 $42k 797 52.17
2022-12-31 $14k 297 47.53
2022-09-30 $14k 297 47.14
2022-06-30 $15k 297 50.51
2022-03-31 $13k 225 57.78
2021-12-31 $13k 225 57.78
2021-09-30 $16k 285 56.14
2021-06-30 $16k 285 56.14
2021-03-31 $16k 95 168.42
2020-12-31 $13k 95 136.84
2020-03-31 $8.0k 95 84.21