iShares S&P 500 Value Index shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment Advisory investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $945k | 6.5k | 145.07 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $895k | 6.5k | 137.42 |
| 2022-03-31 | $1.0M | 6.5k | 155.69 |
| 2021-12-31 | $1.0M | 6.6k | 156.58 |
| 2021-09-30 | $962k | 6.6k | 145.36 |
| 2021-06-30 | $977k | 6.6k | 147.63 |
| 2020-12-31 | $848k | 6.6k | 128.12 |
| 2020-09-30 | $744k | 6.6k | 112.42 |
| 2020-06-30 | $716k | 6.6k | 108.19 |
| 2020-03-31 | $637k | 6.6k | 96.25 |
| 2019-12-31 | $861k | 6.6k | 130.10 |
| 2019-09-30 | $719k | 6.0k | 119.20 |
| 2019-06-30 | $703k | 6.0k | 116.55 |
| 2019-03-31 | $680k | 6.0k | 112.73 |
| 2018-12-31 | $610k | 6.0k | 101.13 |
| 2018-09-30 | $699k | 6.0k | 115.88 |
| 2018-06-30 | $664k | 6.0k | 110.08 |
| 2018-03-31 | $717k | 6.6k | 109.32 |
| 2017-12-31 | $806k | 7.1k | 114.18 |
| 2017-09-30 | $761k | 7.1k | 107.88 |
| 2017-03-31 | $680k | 6.5k | 104.10 |
| 2016-12-31 | $668k | 6.6k | 101.41 |
| 2016-09-30 | $620k | 6.5k | 94.92 |
| 2016-06-30 | $607k | 6.5k | 92.93 |
| 2016-03-31 | $587k | 6.5k | 89.87 |
| 2015-12-31 | $578k | 6.5k | 88.49 |
| 2015-09-30 | $549k | 6.5k | 84.05 |
| 2015-06-30 | $602k | 6.5k | 92.16 |
| 2015-03-31 | $617k | 6.5k | 94.46 |
| 2014-12-31 | $609k | 6.5k | 93.23 |
| 2014-09-30 | $607k | 6.5k | 92.93 |
| 2014-06-30 | $590k | 6.5k | 90.32 |
| 2014-03-31 | $568k | 6.5k | 86.96 |
| 2013-12-31 | $558k | 6.5k | 85.43 |
| 2013-09-30 | $512k | 6.5k | 78.38 |
| 2013-06-30 | $551k | 7.3k | 75.72 |
| 2013-03-31 | $537k | 7.3k | 73.79 |
| 2012-12-31 | $288k | 4.3k | 66.48 |
| 2012-09-30 | $285k | 4.3k | 65.79 |
| 2012-06-30 | $270k | 4.3k | 62.33 |
| 2012-03-31 | $281k | 4.3k | 64.87 |
| 2011-12-31 | $251k | 4.3k | 57.94 |
| 2011-09-30 | $223k | 4.3k | 51.48 |
| 2011-06-30 | $269k | 4.3k | 62.10 |
| 2011-03-31 | $274k | 4.3k | 63.25 |
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