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iShares Morningstar Small Value shares owned by Sage Financial

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Sage Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 2.8k 78.32
2025-03-31 $204k 3.4k 59.30
2024-12-31 $216k 3.4k 63.41
2024-09-30 $217k 3.4k 63.48
2024-03-31 $209k 3.4k 61.20
2023-12-31 $202k 3.4k 59.21

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)

View all positions for Sage Financial

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Morgan Stanley
Vaughan And Company Securities
Colony
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Matrix Trust
Steele Capital Management
UBS Group
Envestnet Asset Management
Granville Capital
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth

View all funds holding iShares Morningstar Small Value