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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
2024-03-31 $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

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Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for MONECO Advisors

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Viewpoint Capital Management
Goldman Sachs Group
Commonwealth Equity Services

View all funds holding iShares Morningstar Small Value