iShares Morningstar Small Value shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 55k | 59.21 |
| 2022-06-30 | $6.0k | 128 | 46.88 |
| 2022-03-31 | $6.0k | 110 | 54.55 |
| 2021-12-31 | $7.0k | 110 | 63.64 |
| 2021-06-30 | $11k | 182 | 60.44 |
| 2019-09-30 | $51k | 379 | 134.56 |
| 2019-06-30 | $52k | 379 | 137.20 |
| 2019-03-31 | $52k | 379 | 137.20 |
| 2018-12-31 | $47k | 379 | 124.01 |
| 2018-09-30 | $59k | 379 | 155.67 |
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