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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2022-12-31 $21M 303k 68.30
2022-09-30 $0 0 0.00
2022-06-30 $20M 318k 63.73
2022-03-31 $25M 321k 77.27
2021-12-31 $27M 321k 85.26
2021-09-30 $25M 318k 79.19
2021-06-30 $26M 322k 80.93
2020-12-31 $28M 385k 72.02
2020-09-30 $24M 101k 239.18
2020-06-30 $23M 104k 224.02
2020-03-31 $20M 113k 178.46
2019-12-31 $28M 117k 238.11
2019-09-30 $28M 124k 223.86
2019-06-30 $29M 127k 226.27
2019-03-31 $28M 130k 219.10
2018-12-31 $26M 133k 191.23
2018-09-30 $32M 136k 232.94
2018-06-30 $32M 141k 224.78
2018-03-31 $31M 144k 218.33
2017-12-31 $32M 149k 215.83
2017-09-30 $31M 153k 202.36
2017-06-30 $30M 154k 196.62
2017-03-31 $31M 163k 190.91
2016-12-31 $31M 171k 182.20
2016-09-30 $32M 184k 174.73
2016-06-30 $33M 194k 169.11
2016-03-31 $36M 224k 162.61
2015-12-31 $39M 239k 160.96
2015-09-30 $38M 239k 157.09
2015-06-30 $39M 229k 169.50
2015-03-31 $39M 230k 169.17
2014-12-31 $38M 232k 164.97
2014-09-30 $36M 230k 158.39
2014-06-30 $36M 229k 157.08
2014-03-31 $34M 224k 152.92
2013-12-31 $34M 227k 150.19
2013-09-30 $32M 227k 138.93
2013-06-30 $29M 228k 128.83
2013-03-31 $29M 230k 127.39
2012-12-31 $25M 216k 114.41
2012-09-30 $25M 220k 111.96
2012-06-30 $23M 221k 105.86
2012-03-31 $24M 213k 112.44
2011-12-31 $21M 215k 98.73
2011-09-30 $19M 213k 89.27
2011-06-30 $23M 207k 110.81
2011-03-31 $23M 210k 110.01

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 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth