Capital Directions Investment Advisory »

iShares S&P SmallCap 600 Value Idx shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $73k 800 91.31
2022-09-30 $0 0 0.00
2022-06-30 $71k 800 88.75
2022-03-31 $92k 896 102.68
2021-09-30 $90k 896 100.45
2021-06-30 $79k 748 105.62
2020-12-31 $75k 938 80.36
2020-09-30 $57k 469 121.54
2020-06-30 $99k 720 137.50
2020-03-31 $47k 469 100.21
2019-12-31 $75k 469 159.91
2019-09-30 $34k 224 151.79
2019-06-30 $36k 245 146.94
2019-03-31 $36k 245 146.94
2018-12-31 $57k 431 132.25
2018-09-30 $72k 431 167.05
2018-06-30 $67k 410 163.41
2018-03-31 $74k 492 150.41
2017-12-31 $76k 492 154.47
2017-09-30 $73k 492 148.37
2017-06-30 $69k 492 140.24
2017-03-31 $68k 492 138.21
2016-12-31 $43k 306 140.52
2016-09-30 $38k 306 124.18
2016-06-30 $36k 306 117.65
2016-03-31 $35k 306 114.38
2015-12-31 $33k 306 107.84
2015-09-30 $32k 306 104.58
2015-06-30 $34k 285 119.30
2015-03-31 $36k 306 117.65
2014-12-31 $36k 306 117.65
2014-09-30 $35k 306 114.38
2014-06-30 $33k 285 115.79
2014-03-31 $32k 285 112.28
2013-12-31 $32k 285 112.28
2013-09-30 $29k 285 101.75
2013-06-30 $27k 285 94.74
2013-03-31 $26k 285 91.23

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 SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P SmallCap 600 Value Idx