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iShares Morningstar Small Value shares owned by Northwest Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Northwest Wealth Advisors from 13F filings

Historical chart of Northwest Wealth 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 Northwest Wealth 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 Northwest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $450k 6.6k 68.50

More positions owned by Northwest Wealth Advisors

Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Spdr Series Trust State Street Spd (SPYV)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Intl Eqty Factor (INTF)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Value Etf (TVAL)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
T Rowe Price Etf Growth Etf (TGRT)
Ishares Tr Rus Mid Cap Etf (IWR)
Goldman Sachs Etf Tr Activebeta Us (GSSC)

View all positions for Northwest Wealth Advisors

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Vaughan And Company Securities
Colony
LPL Financial
Matrix Trust
Steele Capital Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
Advisory Services Network
Ipsen Advisor Group
Aptus Capital Advisors

View all funds holding iShares Morningstar Small Value