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iShares Morningstar Large Growth shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth 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 Growth by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 23k 67.82
2023-09-30 $1.4M 23k 59.65
2023-06-30 $1.5M 23k 62.34
2023-03-31 $1.3M 24k 55.36

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View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth