iShares Morningstar Small Value shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 80k | 63.48 |
| 2024-06-30 | $4.6M | 79k | 57.91 |
| 2024-03-31 | $5.1M | 83k | 61.20 |
| 2023-09-30 | $5.1M | 98k | 51.93 |
| 2023-06-30 | $5.3M | 98k | 54.02 |
| 2023-03-31 | $3.2M | 62k | 52.17 |
| 2022-12-31 | $4.2M | 80k | 52.06 |
| 2022-09-30 | $7.7M | 163k | 47.53 |
| 2013-12-31 | $7.4M | 61k | 120.26 |
| 2013-09-30 | $7.0M | 64k | 109.33 |
| 2013-06-30 | $6.8M | 66k | 102.99 |
| 2013-03-31 | $6.9M | 67k | 103.52 |
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