MB Generational Wealth, LLC
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 2009056
SPOKANE, WA
All Filings in ISCV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCV | $6,117,922 | 88,015 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 ISCV | $6,029,027 | 88,015 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 ISCV | $6,257,029 | 93,893 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 ISCV | $1,388,509 | 23,415 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 ISCV | $1,484,745 | 23,415 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 ISCV | $1,486,384 | 23,415 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 ISCV | $1,355,962 | 23,415 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 ISCV | $1,432,998 | 23,415 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 ISCV | $1,386,402 | 23,415 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||