Capital Directions Investment Advisory »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 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

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 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index