ISCV — ISHARES MORNINGSTAR SMALL CAP VALUE ETF

Ownership history in Christopher J. Hasenberg, Inc  ·  2 quarters on record

This page tracks every 13F SEC filing in which Christopher J. Hasenberg, Inc reported a position in ISHARES MORNINGSTAR SMALL CAP VALUE ETF (ISCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.88% (2024 Q4)
Avg. % of fund
0.97%
First filed
2024 Q4
Last filed
2025 Q1
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 2,545 -71,124 -96.5% 0.06% $151K $58.05
2024 Q4 INITIATED 73,669 — — 1.88% $4.7M $61.82
% of Fund (quarterly)    ISCV price (monthly, adj. close)

Other funds also holding ISCV

As of 2025 Q4 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 10.66% MB Generational Wealth, LLC 3.19% Viewpoint Capital Management LLC 3Y 1.35% Steele Capital Management, Inc. 0.55% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 0.5% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.47% SGL Investment Advisors, Inc. 0.4% JIM SAULNIER & ASSOCIATES, LLC 0.36% Northwest Wealth Advisors, LLC 0.35% Black Diamond Financial, LLC 3Y 7Y 0.33%
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