iShares Morningstar Small Value shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12k | 200 | 61.20 |
| 2023-12-31 | $11k | 200 | 56.90 |
| 2023-09-30 | $10k | 200 | 51.78 |
| 2023-06-30 | $11k | 200 | 54.02 |
| 2023-03-31 | $10k | 200 | 52.17 |
| 2022-12-31 | $10k | 200 | 50.00 |
| 2022-09-30 | $10k | 200 | 50.00 |
| 2022-06-30 | $10k | 200 | 50.00 |
| 2022-03-31 | $12k | 200 | 60.00 |
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