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iShares Morningstar Small Value shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 3.4k 66.64
2025-06-30 $206k 3.4k 61.39

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Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
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Meta Platforms Cl A (META)
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Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

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