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iShares Morningstar Small Value shares owned by Prosperity Consulting Group

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

Historical chart of Prosperity Consulting 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 Prosperity Consulting 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 Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 40k 66.64
2025-06-30 $2.7M 44k 61.39
2025-03-31 $2.8M 47k 59.30
2024-12-31 $3.0M 47k 63.41
2024-09-30 $3.0M 48k 63.48
2024-06-30 $2.8M 48k 57.91
2024-03-31 $3.1M 50k 61.20

More positions owned by Prosperity Consulting Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Prosperity Consulting Group

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
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Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value