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iShares Morningstar Small Value shares owned by Wells Fargo & Company

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Wells Fargo & Company from 13F filings

Historical chart of Wells Fargo & Company investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Wells Fargo & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Wells Fargo & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 135k 66.64
2025-06-30 $8.0M 131k 61.39
2025-03-31 $6.5M 109k 59.30
2024-12-31 $5.8M 92k 63.41
2024-09-30 $6.4M 101k 63.48
2024-06-30 $6.4M 111k 57.91
2024-03-31 $7.0M 115k 61.20
2023-12-31 $6.9M 117k 59.21
2023-09-30 $7.2M 139k 51.78
2023-06-30 $9.5M 176k 54.02
2022-12-31 $16M 310k 52.06
2022-09-30 $15M 318k 47.54
2022-06-30 $23M 447k 50.31
2022-03-31 $21M 365k 58.77
2021-12-31 $23M 388k 59.43
2021-09-30 $22M 391k 56.85
2021-06-30 $23M 387k 58.78
2021-03-31 $20M 117k 168.75
2020-12-31 $15M 106k 140.86
2020-09-30 $11M 104k 106.09
2020-06-30 $10M 97k 103.78
2020-03-31 $9.0M 106k 85.35
2019-12-31 $17M 118k 143.63
2019-09-30 $15M 111k 133.72
2019-06-30 $14M 101k 137.07
2019-03-31 $13M 97k 137.88
2018-12-31 $12M 99k 123.16
2018-09-30 $14M 88k 153.74
2018-06-30 $13M 84k 152.45
2018-03-31 $11M 79k 143.03
2017-12-31 $9.9M 65k 152.25
2017-06-30 $8.5M 61k 140.97
2017-03-31 $12M 80k 144.17
2016-12-31 $9.7M 68k 142.81
2016-09-30 $8.5M 65k 130.52
2016-06-30 $7.5M 60k 125.00
2016-03-31 $7.3M 62k 116.75
2015-12-31 $7.9M 68k 116.67
2015-09-30 $7.7M 68k 112.46
2015-03-31 $8.4M 64k 131.24
2014-12-31 $6.7M 52k 128.96
2014-06-30 $5.1M 40k 127.64
2014-03-31 $4.7M 38k 123.68
2013-12-31 $3.4M 28k 120.27
2013-09-30 $2.4M 22k 109.33
2013-06-30 $1.0M 9.8k 103.02
2012-06-30 $1.1M 14k 84.75
2011-09-30 $925k 14k 68.16
2011-03-31 $2.3M 26k 87.73
2010-12-31 $479k 5.8k 82.70

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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Tr Core S&p Ttl Stk (ITOT)
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Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Mid Cap Etf (VO)
JPMorgan Chase & Co. Put Option (JPM)
Amazon Call Option (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A (META)

View all positions for Wells Fargo & Company

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value