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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
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