iShares S&P SmallCap 600 Index shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 3.5k | 118.83 |
| 2025-06-30 | $485k | 4.4k | 109.29 |
| 2025-03-31 | $298k | 2.8k | 104.58 |
| 2024-12-31 | $327k | 2.8k | 115.21 |
| 2024-09-30 | $329k | 2.8k | 116.97 |
| 2024-06-30 | $299k | 2.8k | 106.65 |
| 2024-03-31 | $333k | 3.0k | 110.52 |
| 2023-09-30 | $279k | 3.0k | 94.33 |
| 2023-06-30 | $287k | 2.9k | 99.65 |
| 2023-03-31 | $278k | 2.9k | 96.72 |
| 2022-12-31 | $272k | 2.9k | 94.64 |
| 2022-09-30 | $241k | 2.8k | 87.29 |
| 2015-03-31 | $201k | 1.7k | 117.75 |
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