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iShares Morningstar Small Value shares owned by LRI Investments

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

Historical chart of LRI Investments investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 18k 66.34
2024-06-30 $1.1M 18k 57.91
2024-03-31 $1.1M 18k 61.20

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
LPL Financial
Merriman Wealth Management
H D Vest Advisory Services
Chicago Partners Investment
Prosperity Consulting Group
Viewpoint Capital Management

View all funds holding iShares Morningstar Small Value