ISCV β€” ISHARES MORNINGSTAR SMALL CAP VALUE ETF

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

AI Ownership Summary

Christopher J. Hasenberg, Inc reported ISHARES MORNINGSTAR SMALL CAP VALUE ETF (ISCV) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q1. Peak portfolio weight reached 1.88% in 2024 Q4. The latest visible filing shows ISCV at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISCV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Christopher J. Hasenberg, Inc's position in ISHARES MORNINGSTAR SMALL CAP VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

ISCV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Christopher J. Hasenberg, Inc held ISCV β€” position size vs. price
% of Fund (quarterly)    ISCV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 2,545 -71,124 -96.5% 0.06% $151K 2025-04-30 $55.56
2024 Q4 INITIATED 73,669 β€” β€” 1.88% $4.7M 2025-01-14 $61.98

FAQ About Christopher J. Hasenberg, Inc and ISCV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Christopher J. Hasenberg, Inc reported owning ISCV?

Christopher J. Hasenberg, Inc reported ISCV across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q1.

What was the largest reported ISCV position in Christopher J. Hasenberg, Inc's portfolio?

The largest reported portfolio weight for ISCV was 1.88% in 2024 Q4.

What is the latest reported ISCV position on this page?

The most recent filing on this page is 2025 Q1, when Christopher J. Hasenberg, Inc reported 2,545 shares, equal to 0.06% of portfolio, with an estimated market value of $151K.

What does the chart on this ISCV ownership page compare?

The chart compares Christopher J. Hasenberg, Inc's quarterly ISCV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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