iShares Russell Midcap Value Index shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $596k | 5.7k | 105.34 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $609k | 6.0k | 101.52 |
| 2022-03-31 | $778k | 6.5k | 119.58 |
| 2021-12-31 | $666k | 5.4k | 122.38 |
| 2021-09-30 | $702k | 6.2k | 113.19 |
| 2021-06-30 | $676k | 5.9k | 115.01 |
| 2020-12-31 | $176k | 1.8k | 96.30 |
| 2020-09-30 | $147k | 1.8k | 80.68 |
| 2020-06-30 | $139k | 1.8k | 76.29 |
| 2020-03-31 | $133k | 2.1k | 63.94 |
| 2019-12-31 | $201k | 2.1k | 94.59 |
| 2019-09-30 | $191k | 2.1k | 89.88 |
| 2019-06-30 | $225k | 2.5k | 89.00 |
| 2019-03-31 | $228k | 2.6k | 86.76 |
| 2018-12-31 | $201k | 2.6k | 76.48 |
| 2018-09-30 | $279k | 3.1k | 90.32 |
| 2018-06-30 | $273k | 3.1k | 88.38 |
| 2018-03-31 | $267k | 3.1k | 86.44 |
| 2017-12-31 | $286k | 3.2k | 89.21 |
| 2017-09-30 | $308k | 3.6k | 84.94 |
| 2017-06-30 | $333k | 4.0k | 84.07 |
| 2017-03-31 | $267k | 3.2k | 82.84 |
| 2016-12-31 | $284k | 3.5k | 80.50 |
| 2016-09-30 | $291k | 3.8k | 76.88 |
| 2016-06-30 | $292k | 3.9k | 74.28 |
| 2016-03-31 | $279k | 3.9k | 70.97 |
| 2015-12-31 | $270k | 3.9k | 68.68 |
| 2015-09-30 | $264k | 3.9k | 67.16 |
| 2015-06-30 | $318k | 4.3k | 73.65 |
| 2015-03-31 | $328k | 4.4k | 74.82 |
| 2014-12-31 | $330k | 4.4k | 75.27 |
| 2014-09-30 | $351k | 4.8k | 72.94 |
| 2014-06-30 | $401k | 5.5k | 72.54 |
| 2014-03-31 | $380k | 5.5k | 68.74 |
| 2013-12-31 | $405k | 6.2k | 65.66 |
| 2013-09-30 | $400k | 6.6k | 60.94 |
| 2013-06-30 | $464k | 8.0k | 57.95 |
| 2013-03-31 | $500k | 8.8k | 57.00 |
| 2012-12-31 | $39k | 776 | 50.26 |
| 2012-09-30 | $39k | 776 | 50.26 |
| 2012-06-30 | $36k | 776 | 46.39 |
| 2012-03-31 | $37k | 776 | 47.68 |
| 2011-12-31 | $34k | 776 | 43.81 |
| 2011-09-30 | $18k | 461 | 39.05 |
| 2011-06-30 | $22k | 461 | 47.72 |
| 2011-03-31 | $22k | 461 | 47.72 |
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