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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
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

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
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)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for MB Generational Wealth

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 Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
LPL Financial
Merriman Wealth Management
H D Vest Advisory Services
Chicago Partners Investment
Prosperity Consulting Group
Viewpoint Capital Management

View all funds holding iShares Morningstar Small Value