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iShares Morningstar Small Value shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2026-06-30 $736k 9.4k 78.32

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Pathstone Holdings

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