iShares Morningstar Small Value shares owned by Stifel Financial
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $202k | 3.0k | 68.51 |
| 2025-03-31 | $374k | 6.3k | 59.33 |
| 2024-12-31 | $234k | 3.7k | 63.42 |
| 2022-03-31 | $204k | 3.5k | 58.84 |
| 2021-12-31 | $202k | 3.4k | 59.46 |
| 2021-06-30 | $342k | 5.8k | 58.84 |
| 2021-03-31 | $1.1M | 6.3k | 169.06 |
| 2018-09-30 | $227k | 1.5k | 154.74 |
| 2018-06-30 | $228k | 1.5k | 151.70 |
| 2015-06-30 | $3.5M | 28k | 122.64 |
| 2015-03-31 | $6.5M | 50k | 131.22 |
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