iShares Morningstar Small Value shares owned by Viewpoint Capital Management
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Viewpoint Capital Management
from 13F filings
Historical chart of Viewpoint Capital Management investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Viewpoint Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 45k | 66.64 |
| 2025-06-30 | $2.8M | 45k | 61.39 |
| 2025-03-31 | $2.7M | 45k | 59.30 |
| 2024-12-31 | $2.9M | 46k | 63.41 |
| 2024-09-30 | $2.9M | 46k | 63.26 |
| 2024-06-30 | $2.7M | 46k | 57.91 |
| 2024-03-31 | $2.8M | 46k | 61.20 |
| 2023-12-31 | $2.7M | 46k | 59.21 |
| 2023-09-30 | $2.4M | 46k | 51.78 |
| 2023-06-30 | $2.5M | 46k | 54.02 |
| 2023-03-31 | $2.4M | 46k | 52.17 |
| 2022-12-31 | $2.4M | 46k | 52.06 |
| 2022-09-30 | $2.2M | 47k | 47.53 |
| 2022-06-30 | $2.4M | 47k | 50.30 |
| 2022-03-31 | $2.8M | 47k | 58.78 |
| 2021-12-31 | $2.8M | 47k | 59.44 |
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