iShares Morningstar Small Value shares owned by MONECO Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO Advisors investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 5.0k | 66.64 |
| 2025-06-30 | $317k | 5.2k | 61.39 |
| 2025-03-31 | $362k | 6.1k | 59.30 |
| 2024-12-31 | $418k | 6.6k | 63.41 |
| 2024-09-30 | $390k | 6.1k | 63.48 |
| 2024-06-30 | $356k | 6.2k | 57.91 |
| 2024-03-31 | $944k | 15k | 61.20 |
| 2023-12-31 | $655k | 11k | 59.21 |
| 2023-09-30 | $573k | 11k | 51.78 |
| 2023-06-30 | $589k | 11k | 54.02 |
| 2023-03-31 | $738k | 14k | 52.17 |
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