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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Viewpoint Capital 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 Viewpoint Capital Management

Quarter filed Position value Share count Share price at filing
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