iShares S&P 1500 Index Fund shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $17M | 178k | 94.19 |
| 2023-06-30 | $18M | 187k | 97.84 |
| 2023-03-31 | $19M | 205k | 90.55 |
| 2022-12-31 | $17M | 205k | 84.80 |
| 2022-09-30 | $16M | 203k | 79.54 |
| 2022-06-30 | $20M | 234k | 83.78 |
| 2022-03-31 | $15M | 152k | 100.94 |
| 2021-12-31 | $14M | 131k | 106.98 |
| 2021-09-30 | $13M | 131k | 98.38 |
| 2021-06-30 | $14M | 141k | 98.76 |
| 2021-03-31 | $13M | 146k | 91.60 |
| 2020-12-31 | $13M | 146k | 86.22 |
| 2020-09-30 | $11M | 147k | 75.49 |
| 2020-06-30 | $15M | 216k | 69.44 |
| 2020-03-31 | $23M | 406k | 57.21 |
| 2019-12-31 | $24M | 336k | 72.69 |
| 2019-09-30 | $23M | 335k | 67.07 |
| 2019-06-30 | $22M | 334k | 66.63 |
| 2019-03-31 | $21M | 331k | 64.40 |
| 2018-12-31 | $24M | 422k | 56.76 |
More positions owned by Capstone Financial Advisors
View all positions for Capstone Financial Advisors