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iShares Morningstar Large Value shares owned by Cape Investment Advisory

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $103k 1.4k 76.32
2024-03-31 $104k 1.4k 76.86
2023-12-31 $95k 1.4k 70.62
2023-09-30 $87k 1.4k 64.77
2023-06-30 $90k 1.4k 66.52
2023-03-31 $86k 1.4k 63.90

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View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value