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iShares Morningstar Small Value shares owned by Summit Financial

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 3.6k 66.63
2025-06-30 $226k 3.7k 61.39
2025-03-31 $218k 3.7k 59.30

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View all positions for Summit Financial

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