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iShares Morningstar Small Value shares owned by Steele Capital Management

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Steele Capital Management from 13F filings

Historical chart of Steele Capital Management investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Steele Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 185k 66.64
2025-06-30 $12M 190k 61.39
2025-03-31 $11M 186k 59.30
2024-12-31 $12M 186k 63.41
2024-09-30 $12M 186k 63.86
2024-06-30 $11M 191k 57.91
2024-03-31 $12M 192k 61.20
2023-12-31 $12M 195k 59.21

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Steele Capital Management

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