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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Capstone Financial Advisors 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index