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iShares Morningstar Small Value shares owned by MB Generational Wealth

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by MB Generational Wealth from 13F filings

Historical chart of MB Generational Wealth investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 94k 66.64
2025-03-31 $1.4M 23k 59.30
2024-12-31 $1.5M 23k 63.41
2024-09-30 $1.5M 23k 63.48
2024-06-30 $1.4M 23k 57.91
2024-03-31 $1.4M 23k 61.20
2023-12-31 $1.4M 23k 59.21

More positions owned by MB Generational Wealth

Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Emerging Mkt Val (AVES)
Gossamer Bio (GOSS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for MB Generational Wealth

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
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