SGL Investment Advisors »

iShares Morningstar Small Value shares owned by SGL Investment Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by SGL Investment Advisors from 13F filings

Historical chart of SGL Investment Advisors investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by SGL Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $779k 12k 66.19

More positions owned by SGL Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
International Business Machines (IBM)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
Cummins (CMI)
Johnson & Johnson (JNJ)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Chevron Corporation (CVX)
Travelers Companies (TRV)
Palo Alto Networks (PANW)

View all positions for SGL Investment Advisors

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value