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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

Tip: Access up to 7 years of quarterly data

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

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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
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 $929k 16k 59.21
2023-09-30 $813k 16k 51.78
2023-06-30 $839k 16k 54.02
2023-03-31 $738k 14k 52.17

More positions owned by MONECO Advisors

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MONECO Advisors

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