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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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 16k 74.31
2025-12-31 $1.0M 14k 72.67
2025-09-30 $779k 12k 66.19

More positions owned by SGL Investment Advisors

Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Cummins (CMI)
Chevron Corporation (CVX)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Mastercard Incorporated Cl A (MA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
International Business Machines (IBM)
Texas Instruments Incorporated (TXN)

View all positions for SGL Investment Advisors

Top funds holding iShares Morningstar Small Value

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

View all funds holding iShares Morningstar Small Value