iShares Morningstar Small Value shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 5.8k | 66.64 |
| 2025-06-30 | $326k | 5.3k | 61.40 |
| 2025-03-31 | $304k | 5.1k | 59.30 |
| 2024-12-31 | $356k | 5.6k | 63.41 |
| 2024-09-30 | $355k | 5.6k | 63.48 |
| 2024-06-30 | $324k | 5.6k | 57.91 |
| 2024-03-31 | $340k | 5.5k | 61.20 |
| 2023-12-31 | $328k | 5.5k | 59.21 |
| 2023-09-30 | $270k | 5.2k | 51.78 |
| 2023-06-30 | $281k | 5.2k | 54.02 |
| 2023-03-31 | $250k | 4.8k | 52.17 |
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