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
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Value held by Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Value by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
Top funds holding iShares Morningstar Small Value
View all funds holding iShares Morningstar Small Value