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iShares Morningstar Small Value shares owned by Twin Cities Retirement Group

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Twin Cities Retirement Group from 13F filings

Historical chart of Twin Cities Retirement Group investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Twin Cities Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Twin Cities Retirement Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 29k 69.51

More positions owned by Twin Cities Retirement Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Ibonds Dec 2030 (IBDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for Twin Cities Retirement Group

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Vaughan And Company Securities
Colony
LPL Financial
Matrix Trust
Steele Capital Management
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
Advisory Services Network
Ipsen Advisor Group
Aptus Capital Advisors
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value