Chicago Partners Investment Group LLC

Position in ISCV — iShares Morningstar Small-Cap Value ETF

CIK 1563525 CHICAGO, IL

All Filings in ISCV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 ISCV	$3,502,191	50,384	+0.1%	Shares	Sole	2026-05-04
2025-12-31 ISCV	$3,448,221	50,339	+0.4%	Shares	Sole	2026-01-28
2025-09-30 ISCV	$3,341,262	50,139	+0.5%	Shares	Sole	2025-10-30
2025-06-30 ISCV	$3,062,931	49,893	-0.0%	Shares	Sole	2025-07-29
2025-03-31 ISCV	$2,959,070	49,900	+0.1%	Shares	Sole	2025-05-09
2024-12-31 ISCV	$3,161,432	49,857	+0.1%	Shares	Sole	2025-01-24
2024-09-30 ISCV	$3,161,177	49,798	-5.7%	Shares	Sole	2024-10-29
2024-06-30 ISCV	$3,056,953	52,788	+0.1%	Shares	Sole	2024-07-31
2024-03-31 ISCV	$3,227,810	52,742	+0.1%	Shares	Sole	2024-04-25
2023-12-31 ISCV	$3,120,426	52,701	+0.1%	Shares	Sole	2024-02-23
2023-09-30 ISCV	$2,725,802	52,642	+0.1%	Shares	Sole	2023-10-26
2023-06-30 ISCV	$2,839,831	52,570	-1.6%	Shares	Sole	2023-08-08
2023-03-31 ISCV	$2,788,486	53,450	-1.4%	Shares	Sole	2023-04-26
2022-12-31 ISCV	$2,821,079	54,189	+0.1%	Shares	Sole	2023-02-09
2022-09-30 ISCV	$2,572,133	54,116	+0.1%	Shares	Sole	2022-11-09
2022-06-30 ISCV	$2,718,651	54,038	+0.1%	Shares	Sole	2022-08-04
2022-03-31 ISCV	$3,173,051	53,991	+0.1%	Shares	Sole	2022-05-20
2021-12-31 ISCV	$3,206,307	53,951	+0.1%	Shares	Sole	2022-02-15
2021-09-30 ISCV	$3,062,793	53,875	+0.1%	Shares	Sole	2021-11-12
2021-06-30 ISCV	$3,163,128	53,813	-2.2%	Shares	Sole	2021-08-02
2021-03-31 ISCV	$3,096,393	55,047	+179.2%	Shares	Sole	2021-04-28
2020-12-31 ISCV	$925,751	19,715	+0.1%	Shares	Sole	2021-01-27
2020-09-30 ISCV	$696,515	19,696	+0.1%	Shares	Sole	2020-11-06
2020-06-30 ISCV	$680,381	19,668	-19.0%	Shares	Sole	2020-07-31
2020-03-31 ISCV	$690,533	24,269	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.