iShares Morningstar Small Value shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $39k | 643 | 61.23 |
| 2023-12-31 | $38k | 641 | 59.17 |
| 2023-09-30 | $33k | 632 | 51.78 |
| 2023-06-30 | $34k | 632 | 54.02 |
| 2023-03-31 | $33k | 629 | 52.15 |
| 2022-12-31 | $33k | 625 | 52.08 |
| 2022-09-30 | $30k | 621 | 48.31 |
| 2022-06-30 | $31k | 617 | 50.24 |
| 2022-03-31 | $36k | 614 | 58.63 |
| 2021-12-31 | $36k | 612 | 59.45 |
Top funds holding iShares Morningstar Small Value
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