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iShares Morningstar Small Value shares owned by RMR Capital Management

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by RMR Capital Management from 13F filings

Historical chart of RMR Capital Management investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by RMR Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by RMR Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 3.7k 63.48
2024-03-31 $224k 3.7k 61.20
2023-12-31 $217k 3.7k 59.21

More positions owned by RMR Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Tesla Motors Put Option (TSLA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Sixth Street Specialty Lending (TSLX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Meta Financial (CASH)
Wal-Mart Stores (WMT)
St. Joe Company (JOE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for RMR Capital Management

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Steele Capital Management
Matrix Trust
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
Citadel Advisors
Chicago Partners Investment
Prosperity Consulting Group

View all funds holding iShares Morningstar Small Value