MGB Wealth Management »

iShares Morningstar Small Value shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 175 66.64
2025-06-30 $11k 175 61.39
2025-03-31 $10k 175 59.30
2024-12-31 $11k 175 63.41
2024-09-30 $11k 175 63.48
2024-06-30 $11k 175 60.49
2024-03-31 $11k 175 61.20
2023-12-31 $10k 175 59.21

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p Semicndctr (XSD)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)
Alps Etf Tr Alerian Mlp (AMLP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for MGB Wealth Management

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