iShares Morningstar Small Value shares owned by Panoramic Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Panoramic Investment Advisors
from 13F filings
Historical chart of Panoramic Investment 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 Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Small Value by Panoramic Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $869k | 14k | 63.41 |
2024-09-30 | $855k | 14k | 63.48 |
2024-03-31 | $817k | 13k | 61.20 |
2023-12-31 | $801k | 14k | 59.21 |
2023-09-30 | $741k | 14k | 51.78 |
2022-12-31 | $738k | 14k | 52.06 |
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