iShares Morningstar Small Value shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13k | 222 | 59.21 |
| 2023-09-30 | $12k | 222 | 51.78 |
| 2023-06-30 | $12k | 222 | 54.02 |
| 2023-03-31 | $12k | 222 | 52.17 |
| 2022-12-31 | $12k | 222 | 52.06 |
| 2022-09-30 | $11k | 222 | 49.55 |
| 2022-06-30 | $11k | 222 | 49.55 |
| 2022-03-31 | $13k | 222 | 58.56 |
| 2021-12-31 | $13k | 222 | 58.56 |
| 2021-09-30 | $13k | 222 | 58.56 |
| 2021-03-31 | $68k | 404 | 168.75 |
| 2020-06-30 | $1.0k | 6 | 166.67 |
| 2020-03-31 | $0 | 6 | 0.00 |
| 2019-12-31 | $105k | 734 | 143.05 |
| 2019-09-30 | $132k | 988 | 133.60 |
| 2019-06-30 | $0 | 6 | 0.00 |
| 2018-09-30 | $1.0k | 6 | 166.67 |
| 2018-06-30 | $1.0k | 6 | 166.67 |
| 2018-03-31 | $0 | 6 | 0.00 |
| 2017-12-31 | $0 | 6 | 0.00 |
| 2017-09-30 | $0 | 6 | 0.00 |
| 2017-06-30 | $0 | 6 | 0.00 |
| 2017-03-31 | $0 | 6 | 0.00 |
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