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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
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 Pacific Etf (VPL)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Faln Angls Usd (FALN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

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
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Northwestern Mutual Wealth Management Company
Merriman Wealth Management
Christopher J. Hasenberg
H D Vest Advisory Services

View all funds holding iShares Morningstar Small Value