iShares Morningstar Large Core Idx shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in iShares Morningstar Large Core Idx
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All positions including iShares Morningstar Large 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 Large Core Idx by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $395k | 5.3k | 75.17 |
| 2024-03-31 | $381k | 5.3k | 72.47 |
| 2023-12-31 | $346k | 5.3k | 65.76 |
| 2023-09-30 | $310k | 5.3k | 58.89 |
| 2023-06-30 | $321k | 5.3k | 61.08 |
| 2023-03-31 | $296k | 5.3k | 56.41 |
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