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iShares Morningstar Small Value shares owned by LPL Financial

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

Historical chart of LPL 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 LPL 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.6M 90k 51.78
2023-06-30 $4.8M 88k 54.02
2023-03-31 $4.9M 94k 52.17
2022-12-31 $4.8M 93k 52.06
2022-09-30 $4.4M 92k 47.53
2022-06-30 $4.5M 89k 50.31
2022-03-31 $5.2M 89k 58.77
2021-12-31 $5.4M 91k 59.43
2021-09-30 $5.4M 96k 56.86
2021-06-30 $7.4M 125k 58.78
2021-03-31 $4.6M 28k 168.76
2020-12-31 $3.7M 26k 140.87
2020-09-30 $2.5M 23k 106.10
2020-06-30 $2.6M 25k 103.78
2020-03-31 $2.4M 29k 85.35
2019-12-31 $4.2M 29k 143.60
2019-09-30 $3.7M 28k 133.72
2019-06-30 $2.7M 20k 137.08
2019-03-31 $5.0M 37k 137.88
2018-12-31 $4.6M 37k 123.18
2018-09-30 $6.6M 43k 153.75
2018-06-30 $6.4M 42k 152.47
2018-03-31 $6.1M 43k 143.04
2017-12-31 $6.5M 43k 152.25
2017-09-30 $6.2M 42k 146.62
2017-06-30 $6.0M 42k 140.93
2017-03-31 $6.4M 45k 142.74
2016-12-31 $6.2M 43k 144.29
2016-09-30 $5.7M 45k 127.96
2016-06-30 $6.5M 54k 120.25
2016-03-31 $11M 98k 116.32
2015-12-31 $11M 98k 113.25
2015-09-30 $5.5M 47k 116.42
2015-06-30 $6.5M 52k 125.34
2015-03-31 $6.9M 53k 131.21
2014-12-31 $6.5M 50k 128.97
2014-09-30 $5.8M 49k 117.98
2014-06-30 $6.3M 50k 127.70
2014-03-31 $5.7M 46k 123.48
2013-12-31 $5.4M 45k 120.27
2013-09-30 $4.8M 43k 111.70
2013-06-30 $4.0M 39k 103.00
2012-09-30 $3.4M 39k 88.12
2011-09-30 $1.8M 26k 68.08

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View all positions for LPL Financial

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View all funds holding iShares Morningstar Small Value