iShares Morningstar Small Value shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $68k | 1.1k | 63.05 |
| 2024-09-30 | $68k | 1.1k | 63.48 |
| 2024-06-30 | $62k | 1.1k | 57.91 |
| 2024-03-31 | $66k | 1.1k | 61.20 |
| 2023-12-31 | $26k | 434 | 59.21 |
| 2023-09-30 | $23k | 434 | 51.78 |
| 2023-06-30 | $23k | 434 | 54.02 |
| 2016-06-30 | $27k | 227 | 120.89 |
| 2016-03-31 | $27k | 225 | 119.38 |
| 2015-12-31 | $26k | 224 | 114.77 |
| 2015-09-30 | $25k | 221 | 112.36 |
| 2015-06-30 | $28k | 221 | 125.76 |
| 2015-03-31 | $60k | 471 | 128.10 |
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