Capital Directions Investment Advisory »

iShares S&P 1500 Index Fund shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Capital Directions 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 S&P 1500 Index Fund by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $366k 4.3k 84.80
2022-09-30 $0 0 0.00
2022-06-30 $361k 4.3k 83.74
2022-03-31 $441k 4.4k 101.05
2021-12-31 $466k 4.4k 107.05
2021-09-30 $428k 4.4k 98.32
2021-06-30 $361k 3.7k 98.80
2020-12-31 $313k 3.6k 86.11
2020-09-30 $274k 3.6k 75.46
2020-06-30 $252k 3.6k 69.40
2020-03-31 $228k 4.0k 57.26
2019-12-31 $462k 6.4k 72.68
2019-09-30 $406k 6.0k 67.15
2019-03-31 $394k 6.1k 64.46
2018-12-31 $347k 6.1k 56.77
2018-09-30 $412k 6.2k 66.60
2018-06-30 $387k 6.2k 62.56
2018-03-31 $374k 6.2k 60.46
2017-12-31 $378k 6.2k 61.11
2017-09-30 $220k 3.8k 57.73