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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2022-12-31 $104k 1.1k 94.64
2022-09-30 $0 0 0.00
2022-06-30 $45k 487 92.40
2022-03-31 $64k 597 107.20
2021-09-30 $88k 805 109.32
2021-06-30 $47k 416 112.98
2020-12-31 $31k 341 92.00
2020-09-30 $24k 341 70.38
2020-03-31 $19k 341 55.72
2019-12-31 $29k 341 85.04
2019-09-30 $27k 341 79.18
2019-03-31 $28k 361 77.56
2018-09-30 $38k 434 87.56
2018-06-30 $37k 439 84.28
2018-03-31 $33k 434 76.04
2017-12-31 $33k 434 76.04
2017-09-30 $32k 434 73.73
2017-06-30 $30k 434 69.12
2017-03-31 $30k 434 69.12
2016-12-31 $104k 759 137.02
2016-09-30 $27k 217 124.42
2016-06-30 $25k 217 115.21
2016-03-31 $24k 217 110.60
2015-12-31 $24k 217 110.60
2015-09-30 $10k 92 108.70
2015-06-30 $11k 92 119.57
2015-03-31 $41k 342 120.00
2014-12-31 $38k 330 115.15
2014-09-30 $23k 205 112.20
2014-06-30 $23k 205 112.20
2014-03-31 $23k 205 112.20
2013-12-31 $22k 205 107.32
2013-09-30 $20k 205 97.56
2013-06-30 $10k 205 48.78
2013-03-31 $11k 132 83.33

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 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index