iShares Morningstar Small Value shares owned by Retirement Group
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17k | 279 | 61.20 |
| 2023-12-31 | $17k | 279 | 59.21 |
| 2023-09-30 | $14k | 279 | 51.78 |
| 2023-06-30 | $15k | 279 | 54.02 |
| 2023-03-31 | $15k | 279 | 53.76 |
| 2022-12-31 | $15k | 279 | 53.76 |
| 2022-06-30 | $14k | 279 | 50.18 |
| 2022-03-31 | $16k | 279 | 57.35 |
| 2021-12-31 | $17k | 279 | 60.93 |
| 2021-09-30 | $16k | 279 | 57.35 |
| 2021-06-30 | $16k | 279 | 57.35 |
| 2021-03-31 | $16k | 93 | 172.04 |
| 2020-12-31 | $13k | 93 | 139.78 |
| 2020-09-30 | $10k | 93 | 107.53 |
Top funds holding iShares Morningstar Small Value
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