iShares Morningstar Small Value shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $58k | 840 | 68.50 |
| 2025-06-30 | $840k | 52k | 16.29 |
| 2025-03-31 | $50k | 840 | 59.30 |
| 2024-12-31 | $53k | 840 | 63.41 |
| 2024-09-30 | $53k | 840 | 63.48 |
| 2024-06-30 | $49k | 840 | 57.91 |
| 2024-03-31 | $51k | 840 | 61.20 |
| 2023-09-30 | $44k | 840 | 51.78 |
| 2023-06-30 | $45k | 840 | 54.02 |
| 2023-03-31 | $44k | 840 | 52.17 |
| 2022-12-31 | $44k | 840 | 52.06 |
| 2022-09-30 | $40k | 840 | 47.62 |
| 2022-06-30 | $42k | 840 | 50.00 |
| 2022-03-31 | $49k | 840 | 58.33 |
| 2021-12-31 | $50k | 840 | 59.52 |
| 2021-09-30 | $48k | 840 | 57.14 |
| 2021-06-30 | $49k | 840 | 58.33 |
| 2021-03-31 | $47k | 280 | 167.86 |
| 2020-12-31 | $39k | 280 | 139.29 |
| 2020-09-30 | $30k | 280 | 107.14 |
| 2020-06-30 | $29k | 280 | 103.57 |
| 2020-03-31 | $24k | 280 | 85.71 |
| 2019-12-31 | $40k | 280 | 142.86 |
| 2019-09-30 | $37k | 280 | 132.14 |
| 2019-06-30 | $38k | 280 | 135.71 |
| 2019-03-31 | $39k | 280 | 139.29 |
| 2018-12-31 | $34k | 280 | 121.43 |
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