Towerpoint Wealth, LLC
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1731445
SACRAMENTO, CA
All Filings in ISCV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 ISCV | $376,382 | 5,648 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 ISCV | $347,897 | 5,667 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 ISCV | $336,171 | 5,669 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 ISCV | $359,407 | 5,668 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 ISCV | $359,804 | 5,668 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 ISCV | $328,697 | 5,676 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 ISCV | $347,310 | 5,675 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 ISCV | $336,016 | 5,675 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 ISCV | $293,799 | 5,674 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 ISCV | $461,546 | 8,544 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 ISCV | $445,218 | 8,534 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 ISCV | $444,280 | 8,534 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 ISCV | $405,906 | 8,540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 ISCV | $429,647 | 8,540 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 ISCV | $503,423 | 8,566 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 ISCV | $509,077 | 8,566 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 ISCV | $486,977 | 8,566 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 ISCV | $503,509 | 8,566 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 ISCV | $161,775 | 2,876 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 ISCV | $136,221 | 2,901 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 ISCV | $114,294 | 3,232 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 ISCV | $139,722 | 4,039 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 ISCV | $114,922 | 4,039 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||