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iShares S&P MidCap 400 Value Index shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index 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 S&P MidCap 400 Value Index by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $7.1k 70 100.80
2022-09-30 $0 0 0.00
2022-06-30 $7.0k 70 100.00
2022-03-31 $20k 178 112.36
2021-09-30 $18k 178 101.12
2021-06-30 $97k 920 105.43
2020-12-31 $157k 1.8k 86.23
2020-09-30 $123k 911 135.02
2020-03-31 $100k 911 109.77
2019-12-31 $156k 911 171.24
2019-09-30 $110k 690 159.42
2019-06-30 $112k 701 159.77
2019-03-31 $110k 701 156.92
2018-12-31 $98k 709 138.22
2018-09-30 $119k 709 167.84
2018-06-30 $112k 690 162.32
2018-03-31 $110k 709 155.15
2017-12-31 $114k 709 160.79
2017-09-30 $149k 978 152.35
2017-06-30 $105k 709 148.10
2017-03-31 $105k 709 148.10
2016-12-31 $103k 709 145.28
2016-09-30 $94k 709 132.58
2016-06-30 $91k 709 128.35
2016-03-31 $88k 709 124.12
2015-12-31 $83k 709 117.07
2015-09-30 $82k 709 115.66
2015-06-30 $89k 690 128.99
2015-03-31 $93k 709 131.17
2014-12-31 $92k 709 129.76
2014-09-30 $90k 709 126.94
2014-06-30 $88k 690 127.54
2014-03-31 $83k 690 120.29
2013-12-31 $85k 729 116.60
2013-09-30 $79k 729 108.37
2013-06-30 $92k 909 101.21
2013-03-31 $94k 933 100.75

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 S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index