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iShares Morningstar Small Value shares owned by Lansing Street Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Lansing Street Advisors from 13F filings

Historical chart of Lansing Street Advisors investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Lansing Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 4.9k 66.64
2025-06-30 $341k 5.6k 61.39
2025-03-31 $246k 4.2k 59.31

More positions owned by Lansing Street Advisors

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Ishares Tr S&p 500 Grwt Etf (IVW)
McDonald's Corporation (MCD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Chipotle Mexican Grill (CMG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Lansing Street Advisors

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value