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
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Quarterly reported holdings in iShares Morningstar Small Growth by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $146k | 2.9k | 49.76 |
| 2025-03-31 | $132k | 2.9k | 45.06 |
| 2024-12-31 | $168k | 3.4k | 49.46 |
| 2024-09-30 | $166k | 3.4k | 48.96 |
| 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 |
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