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iShares Morningstar Small Value shares owned by Richwood Investment Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Richwood Investment Advisors from 13F filings

Historical chart of Richwood Investment Advisors investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Richwood Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Richwood Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 2.8k 74.37
2023-06-30 $206k 3.8k 54.02
2022-03-31 $224k 3.8k 58.79
2021-12-31 $226k 3.8k 59.32

More positions owned by Richwood Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Eafe Etf (EFA)
Visa Com Cl A (V)
Apple (AAPL)
Servicenow (NOW)
Northrop Grumman Corporation (NOC)
Caterpillar (CAT)
Mastercard Incorporated Cl A (MA)
Lockheed Martin Corporation (LMT)
Costco Wholesale Corporation (COST)
Ishares Tr Select Divid Etf (DVY)
Exxon Mobil Corporation (XOM)

View all positions for Richwood Investment Advisors

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Vaughan And Company Securities
Colony
LPL Financial
Matrix Trust
Steele Capital Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
Advisory Services Network
Ipsen Advisor Group
Aptus Capital Advisors

View all funds holding iShares Morningstar Small Value