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iShares Morningstar Small Core Idx shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $16k 300 53.61
2023-09-30 $14k 300 47.08
2023-06-30 $15k 300 49.72
2023-03-31 $14k 300 47.40

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View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Small Core Idx

H D Vest Advisory Services
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Gladstone Institutional Advisory
Goldstein Advisors
Commonwealth Equity Services
Brand Asset Management Group
Advisor Group Holdings
UBS Group
Rockefeller Capital Management
HighTower Advisors
Rsm Us Wealth Management
Mercer Global Advisors

View all funds holding iShares Morningstar Small Core Idx