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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

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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
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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View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth