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iShares Morningstar Small Value shares owned by Sensible Money

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

Historical chart of Sensible Money investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Sensible Money

Quarter filed Position value Share count Share price at filing
2024-09-30 $352k 5.5k 63.48
2024-06-30 $321k 5.5k 57.91
2024-03-31 $337k 5.5k 61.20
2023-12-31 $274k 4.6k 59.21

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Top funds holding iShares Morningstar Small Value

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

View all funds holding iShares Morningstar Small Value