iShares Morningstar Small Value shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital 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 SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Value by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5k | 76 | 59.59 |
| 2023-09-30 | $3.9k | 75 | 52.11 |
| 2023-06-30 | $8.2k | 151 | 54.19 |
| 2023-03-31 | $7.9k | 151 | 52.07 |
| 2022-12-31 | $7.8k | 150 | 52.01 |
| 2022-09-30 | $7.0k | 148 | 47.30 |
| 2022-06-30 | $7.0k | 148 | 47.30 |
| 2022-03-31 | $9.0k | 147 | 61.22 |
| 2021-12-31 | $9.0k | 147 | 61.22 |
| 2021-09-30 | $8.0k | 145 | 55.17 |
| 2021-06-30 | $87k | 1.5k | 58.55 |
| 2020-12-31 | $70k | 495 | 141.41 |
| 2020-09-30 | $47k | 447 | 105.15 |
| 2020-06-30 | $46k | 447 | 102.91 |
| 2020-03-31 | $51k | 595 | 85.71 |
| 2019-12-31 | $84k | 588 | 142.86 |
| 2019-09-30 | $79k | 587 | 134.58 |
| 2019-06-30 | $80k | 586 | 136.52 |
| 2018-12-31 | $72k | 584 | 123.29 |
| 2018-09-30 | $95k | 621 | 152.98 |
| 2018-06-30 | $96k | 630 | 152.38 |
| 2018-03-31 | $3.0k | 27 | 111.11 |
| 2017-12-31 | $78k | 516 | 151.16 |
| 2017-09-30 | $75k | 514 | 145.91 |
| 2017-06-30 | $100k | 709 | 141.04 |
| 2017-03-31 | $120k | 836 | 143.54 |
| 2016-12-31 | $119k | 835 | 142.51 |
Top funds holding iShares Morningstar Small Value
View all funds holding iShares Morningstar Small Value