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iShares Morningstar Small Value shares owned by Cape Investment Advisory

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value 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 Value by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.9k 100 68.50

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Vaughan And Company Securities
Colony
LPL Financial
Matrix Trust
Steele Capital Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
Advisory Services Network
Ipsen Advisor Group
Aptus Capital Advisors

View all funds holding iShares Morningstar Small Value