Litman Gregory Asset Management »

iShares Morningstar Small Value shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 345 68.50

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Vaughan And Company Securities
Colony
LPL Financial
Matrix Trust
Steele Capital Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
Advisory Services Network
Ipsen Advisor Group
Aptus Capital Advisors

View all funds holding iShares Morningstar Small Value