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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2022-12-31 $54k 502 108.07
2022-09-30 $0 0 0.00
2022-06-30 $57k 540 105.56
2022-03-31 $68k 540 125.93
2021-09-30 $70k 540 129.63
2021-06-30 $67k 502 133.47
2020-12-31 $57k 502 113.55
2020-09-30 $44k 251 175.30
2020-03-31 $35k 251 139.44
2019-12-31 $49k 251 195.22

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 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth