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iShares Morningstar Small Value shares owned by Unified Investment Management

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Unified Investment Management from 13F filings

Historical chart of Unified Investment Management investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Unified Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 4.0k 66.64
2025-06-30 $248k 4.0k 61.39
2025-03-31 $240k 4.0k 59.30
2024-12-31 $257k 4.0k 63.41

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NVIDIA Corporation (NVDA)
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Apple (AAPL)
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Amazon (AMZN)
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View all positions for Unified Investment Management

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