Number of Shares
302,999.00
Current Holdings Value*
$20.69 Mil
% of Portfolio
7.72%
Total Estimate Gain
$31.01 Mil
% of Total Estimate Gain
38.41%

Capital Directions Investment Advisors, LLC's iShares S&P Mid-Cap 400 Growth ETF Holding Summary

As of 2022-12-31, Capital Directions Investment Advisors, LLC held 302,999.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $20.69 Mil. This investment constitutes 7.72% of their stock portfolio, and Capital Directions Investment Advisors, LLC now holds 0.3% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.

The initial trade took place in 2014Q1. And since then Capital Directions Investment Advisors, LLC has made 9 purchases of IJK, at an average price of $50.49, for a total of 1.60 Mil shares. In addition, there have been 18 sales at an average price of $64.53 for 1.30 Mil shares. Based on historical transaction data and IJK's current price of $92.80, Capital Directions Investment Advisors, LLC's estimated gain on his IJK holdings is $31.01 Mil, reflecting a 38.41% gain to date.

Capital Directions Investment Advisors, LLC IJK ($92.80) Holding Chart

Capital Directions Investment Advisors, LLC IJK ($92.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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