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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
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

Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Nelson, Van Denburg & Campbell Wealth Management
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Creative Financial Designs
Cornerstone Planning Group
Forte Capital
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx