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iShares Morningstar Mid Growth Idx shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth 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 Mid Growth Idx by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $835k 12k 67.75
2024-03-31 $878k 12k 70.68
2023-12-31 $801k 12k 64.45
2023-09-30 $710k 12k 57.13
2023-06-30 $775k 13k 60.94
2023-03-31 $737k 13k 57.56

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View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Cornerstone Planning Group
Creative Financial Designs
Mariner Wealth Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx