iShares Morningstar Small Value shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $726k | 12k | 63.41 |
| 2024-09-30 | $836k | 13k | 63.48 |
| 2024-03-31 | $963k | 16k | 58.72 |
| 2023-12-31 | $1.0M | 17k | 59.21 |
| 2023-09-30 | $417k | 8.1k | 51.78 |
| 2023-06-30 | $427k | 7.9k | 54.02 |
| 2023-03-31 | $402k | 7.7k | 52.17 |
| 2022-12-31 | $526k | 10k | 52.06 |
| 2022-09-30 | $356k | 7.5k | 47.56 |
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