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ISHARES TR MSCI Small Cap msci small cap shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $5.5M 98k 56.48
2022-09-30 $0 0 0.00
2022-06-30 $5.2M 95k 54.59
2022-03-31 $6.5M 98k 66.34
2021-12-31 $7.2M 99k 73.09
2021-09-30 $7.5M 101k 74.41
2021-06-30 $7.5M 102k 74.16
2020-12-31 $6.9M 102k 68.13
2020-09-30 $6.0M 103k 58.99
2020-06-30 $5.4M 101k 53.62
2020-03-31 $7.3M 162k 44.83
2019-12-31 $12M 186k 62.28
2019-09-30 $11M 187k 57.23
2019-06-30 $11M 193k 57.40
2019-03-31 $11M 194k 57.44
2018-12-31 $10M 197k 51.82
2018-09-30 $1.2M 19k 62.28
2018-06-30 $1.2M 19k 62.72
2018-03-31 $1.3M 20k 65.21
2017-12-31 $1.3M 21k 64.50
2017-09-30 $1.3M 22k 62.01
2017-06-30 $1.3M 22k 57.86
2017-03-31 $1.1M 21k 54.15
2016-12-31 $1.0M 21k 49.86
2016-09-30 $970k 19k 52.41
2016-06-30 $922k 19k 48.23
2016-03-31 $952k 19k 49.80
2015-12-31 $1.1M 21k 49.96
2015-09-30 $955k 20k 47.76
2015-06-30 $991k 19k 51.02
2015-03-31 $1.0M 19k 52.46
2014-12-31 $940k 19k 48.39
2014-09-30 $563k 12k 47.74
2014-06-30 $624k 12k 52.91
2014-03-31 $616k 12k 52.23
2013-12-31 $622k 12k 51.01
2013-09-30 $625k 13k 47.89
2013-06-30 $559k 13k 41.96
2013-03-31 $586k 13k 43.99
2012-12-31 $603k 15k 40.74
2012-09-30 $624k 16k 38.68
2012-06-30 $583k 16k 36.14
2012-03-31 $647k 16k 40.11
2011-12-31 $561k 16k 34.78
2011-09-30 $105k 3.0k 34.86
2011-06-30 $131k 3.0k 43.49
2011-03-31 $131k 3.0k 43.49

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap