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iShares Morningstar Small Value shares owned by Atlanta Capital

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Atlanta Capital from 13F filings

Historical chart of Atlanta Capital investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Atlanta Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $734k 15k 47.53
2022-06-30 $777k 15k 50.31
2022-03-31 $940k 16k 58.77
2021-12-31 $950k 16k 59.45
2021-09-30 $907k 16k 56.86
2021-06-30 $936k 16k 58.76
2021-03-31 $708k 4.2k 168.73
2020-12-31 $748k 5.3k 140.92
2020-09-30 $760k 7.2k 106.13
2020-06-30 $745k 7.2k 103.73
2020-03-31 $613k 7.2k 85.35
2019-12-31 $1.3M 9.1k 143.66
2019-09-30 $1.2M 9.1k 133.77
2019-06-30 $1.3M 9.6k 137.09
2019-03-31 $1.4M 9.8k 137.88
2018-12-31 $1.2M 9.9k 123.14
2018-09-30 $1.5M 10k 153.78
2018-06-30 $1.5M 10k 152.49
2018-03-31 $1.5M 10k 143.06
2017-12-31 $1.6M 10k 152.26
2017-09-30 $1.5M 10k 146.64
2017-06-30 $1.6M 11k 140.95
2017-03-31 $1.8M 12k 144.22
2016-12-31 $1.7M 12k 142.80
2016-09-30 $1.5M 12k 130.48
2016-06-30 $1.4M 12k 121.11
2016-03-31 $1.4M 12k 119.25
2015-12-31 $1.4M 12k 114.78
2015-09-30 $2.1M 19k 112.50
2015-06-30 $2.4M 19k 125.89
2015-03-31 $2.5M 19k 131.20
2014-12-31 $2.8M 22k 128.99
2014-09-30 $2.6M 22k 119.46
2014-06-30 $3.2M 25k 127.67
2014-03-31 $3.1M 25k 123.47
2013-12-31 $3.0M 25k 120.27

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View all positions for Atlanta Capital

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