Viewpoint Capital Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by Viewpoint Capital Management

Quarter filed Position value Share count Share price at filing
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