Cape Investment Advisory, Inc.
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1944437
MCDONOUGH, GA
All Filings in ISCG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 ISCG | $162,275 | 2,926 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 ISCG | $145,548 | 2,925 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 ISCG | $131,726 | 2,924 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 ISCG | $168,114 | 3,399 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 ISCG | $166,366 | 3,398 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISCG | $155,405 | 3,417 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 ISCG | $159,129 | 3,417 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 ISCG | $150,348 | 3,417 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 ISCG | $132,365 | 3,415 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 ISCG | $141,415 | 3,415 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 ISCG | $133,116 | 3,415 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||