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iShares Morningstar Small Value shares owned by Mather Group

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

Historical chart of Mather Group investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Mather Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 287 66.64
2025-03-31 $49k 827 59.30
2024-12-31 $14k 220 63.41
2024-09-30 $12k 196 63.48

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Lennox International (LII)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust Portfolio Ln Tsr (SPTL)

View all positions for Mather Group

Top funds holding iShares Morningstar Small Value

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Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value