Cape Investment Advisory »

iShares Morningstar Small Growth shares owned by Cape Investment Advisory

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $155k 3.4k 45.48
2024-03-31 $159k 3.4k 46.57
2023-12-31 $150k 3.4k 43.99
2023-09-30 $132k 3.4k 38.76
2023-06-30 $141k 3.4k 41.41
2023-03-31 $133k 3.4k 38.98

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Small Growth

Jpmorgan Chase & Co
Colony
Northwestern Mutual Wealth Management Company
Bank of America Corporation
LPL Financial
H D Vest Advisory Services
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
Wells Fargo & Company
Matrix Trust
Steele Capital Management
CWM
Black Diamond Financial
Opes Wealth Management

View all funds holding iShares Morningstar Small Growth