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iShares Morningstar Small Value shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5k 150 63.48
2024-06-30 $8.7k 150 57.91

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Eli Lilly & Co Stock (LLY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Olistico Wealth

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Steele Capital Management
Matrix Trust
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
Citadel Advisors
Prosperity Consulting Group

View all funds holding iShares Morningstar Small Value