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iShares Morningstar Mid Value Idx shares owned by Cape Investment Advisory

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $291k 4.3k 67.73
2023-09-30 $260k 4.3k 60.60
2023-06-30 $273k 4.3k 63.70
2023-03-31 $266k 4.3k 61.87

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View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx