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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
2025-09-30 $241k 3.6k 66.64
2025-03-31 $219k 3.7k 59.30
2024-12-31 $235k 3.7k 63.41
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)
Sixth Street Specialty Lending (TSLX)
Ab Active Etfs Short Duration H (SYFI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Costco Wholesale Corporation (COST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Meta Financial (CASH)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Raytheon Technologies Corp (RTX)

View all positions for RMR Capital Management

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