iShares Morningstar Small Value shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares Morningstar Small Value
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Value held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Value by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $247k | 3.2k | 78.31 |
| 2024-09-30 | $273k | 4.3k | 63.48 |
| 2024-06-30 | $219k | 3.8k | 57.91 |
| 2024-03-31 | $232k | 3.8k | 61.20 |
| 2020-12-31 | $208k | 1.5k | 141.02 |
| 2020-06-30 | $128k | 1.2k | 103.56 |
| 2019-12-31 | $240k | 1.7k | 143.37 |
| 2019-09-30 | $218k | 1.6k | 133.58 |
| 2019-06-30 | $224k | 1.6k | 137.25 |
| 2019-03-31 | $286k | 2.1k | 137.70 |
| 2018-09-30 | $414k | 2.7k | 153.67 |
| 2018-03-31 | $226k | 1.6k | 142.95 |
| 2017-12-31 | $237k | 1.5k | 154.10 |
| 2017-09-30 | $515k | 3.5k | 147.27 |
| 2017-06-30 | $474k | 3.4k | 139.86 |
| 2017-03-31 | $453k | 3.2k | 141.52 |
| 2016-12-31 | $401k | 2.8k | 145.29 |
| 2016-09-30 | $346k | 2.7k | 128.01 |
| 2016-06-30 | $320k | 2.7k | 120.17 |
| 2016-03-31 | $223k | 1.9k | 119.44 |
| 2015-12-31 | $211k | 1.8k | 114.67 |
| 2015-09-30 | $219k | 2.0k | 112.31 |
| 2015-06-30 | $232k | 1.8k | 125.88 |
| 2015-03-31 | $252k | 1.9k | 131.39 |
| 2014-12-31 | $228k | 1.8k | 129.25 |
| 2014-09-30 | $163k | 1.4k | 119.50 |
Top funds holding iShares Morningstar Small Value
View all funds holding iShares Morningstar Small Value