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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
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)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prosperity Consulting Group

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
LPL Financial
Merriman Wealth Management
H D Vest Advisory Services
Chicago Partners Investment
Prosperity Consulting Group
Viewpoint Capital Management

View all funds holding iShares Morningstar Small Value