iShares Morningstar Small Value shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares Morningstar Small Value
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Value held by Towerpoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Value by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 5.6k | 66.64 |
| 2025-06-30 | $348k | 5.7k | 61.39 |
| 2025-03-31 | $336k | 5.7k | 59.30 |
| 2024-12-31 | $359k | 5.7k | 63.41 |
| 2024-09-30 | $360k | 5.7k | 63.48 |
| 2024-06-30 | $329k | 5.7k | 57.91 |
| 2024-03-31 | $347k | 5.7k | 61.20 |
| 2023-12-31 | $336k | 5.7k | 59.21 |
| 2023-09-30 | $294k | 5.7k | 51.78 |
| 2023-06-30 | $462k | 8.5k | 54.02 |
| 2023-03-31 | $445k | 8.5k | 52.17 |
| 2022-12-31 | $444k | 8.5k | 52.06 |
| 2022-09-30 | $406k | 8.5k | 47.54 |
| 2022-06-30 | $430k | 8.5k | 50.35 |
| 2022-03-31 | $503k | 8.6k | 58.72 |
| 2021-12-31 | $509k | 8.6k | 59.42 |
| 2021-09-30 | $487k | 8.6k | 56.85 |
| 2021-06-30 | $504k | 8.6k | 58.84 |
| 2021-03-31 | $485k | 2.9k | 168.64 |
| 2020-12-31 | $409k | 2.9k | 140.99 |
| 2020-09-30 | $343k | 3.2k | 106.13 |
| 2020-06-30 | $419k | 4.0k | 103.74 |
| 2020-03-31 | $345k | 4.0k | 85.42 |
| 2019-12-31 | $591k | 4.1k | 143.73 |
| 2019-09-30 | $559k | 4.2k | 133.83 |
| 2019-06-30 | $576k | 4.2k | 137.90 |
| 2019-03-31 | $576k | 4.2k | 137.90 |
| 2018-12-31 | $514k | 4.2k | 123.05 |
Top funds holding iShares Morningstar Small Value
View all funds holding iShares Morningstar Small Value