Stuart Chaussee & Associates »

iShares Morningstar Small Value shares owned by Stuart Chaussee & Associates

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Stuart Chaussee & Associates from 13F filings

Historical chart of Stuart Chaussee & Associates investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Stuart Chaussee & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by Stuart Chaussee & Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $47k 800 59.30
2024-12-31 $51k 800 63.41

More positions owned by Stuart Chaussee & Associates

Innovator Buffer - Apr. Common (BAPR)
FT Vest Quarterly Dynamic Buff Common (FHDG)
AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF Common (SIXP)
Innovator Accelerated Buffer - Common (XBAP)
Vanguard Information Technolog Common (VGT)
iShares Expanded Technology Common (IGM)
Innovator Power Buffer - Sep. Common (PSEP)
Innovator Accelerated Plus - A Common (XTAP)
Innovator Power Buffer - Nov. Common (PNOV)
Innovator Buffer - Jan. Common (BJAN)
Vanguard High Dividend Yield Common (VYM)
Northrop Grumman Common (NOC)
Innovator Power Buffer - Jan. Common (PJAN)
Innovator Power Buffer - Mar. Common (PMAR)
Microsoft Common (MSFT)

View all positions for Stuart Chaussee & Associates

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