Capital Directions Investment Advisory »

iShares Russell 3000 Index shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 Russell 3000 Index by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $14M 65k 220.68
2022-09-30 $0 0 0.00
2022-06-30 $14M 65k 217.38
2022-03-31 $17M 65k 262.38
2021-12-31 $18M 65k 277.50
2021-09-30 $17M 65k 254.85
2021-06-30 $17M 65k 255.92
2020-12-31 $15M 65k 223.60
2020-09-30 $13M 66k 195.71
2020-06-30 $11M 62k 180.06
2020-03-31 $9.0M 61k 148.33
2019-12-31 $12M 61k 188.49
2019-09-30 $11M 61k 173.77
2018-12-31 $8.9M 60k 146.93
2018-09-30 $736k 4.3k 172.32
2018-06-30 $693k 4.3k 162.26
2018-03-31 $668k 4.3k 156.40
2017-12-31 $676k 4.3k 158.28
2017-09-30 $638k 4.3k 149.38
2017-06-30 $615k 4.3k 143.99
2017-03-31 $598k 4.3k 140.01
2016-12-31 $568k 4.3k 132.99
2016-09-30 $547k 4.3k 128.07
2016-06-30 $530k 4.3k 124.09
2016-03-31 $516k 4.3k 120.81
2015-12-31 $614k 5.1k 120.37
2015-09-30 $486k 4.3k 113.79
2015-06-30 $530k 4.3k 124.09
2015-03-31 $536k 4.3k 125.50
2014-12-31 $525k 4.3k 122.92
2014-09-30 $518k 4.3k 121.28
2014-06-30 $503k 4.3k 117.77
2014-03-31 $480k 4.3k 112.39
2013-12-31 $473k 4.3k 110.75
2013-09-30 $432k 4.3k 101.15
2013-06-30 $412k 4.3k 96.46
2013-03-31 $399k 4.3k 93.42
2012-12-31 $362k 4.3k 84.76
2012-09-30 $362k 4.3k 84.76
2012-06-30 $343k 4.3k 80.31
2012-03-31 $356k 4.3k 83.35
2011-12-31 $317k 4.3k 74.22
2011-09-30 $285k 4.3k 66.73
2011-06-30 $339k 4.3k 79.37
2011-03-31 $339k 4.3k 79.37