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
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Quarterly reported holdings in iShares Morningstar Small Value by Panoramic Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $896k | 13k | 66.64 |
| 2025-06-30 | $821k | 13k | 61.39 |
| 2025-03-31 | $816k | 14k | 59.30 |
| 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 |
More positions owned by Panoramic Investment Advisors
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