iShares S&P 500 Value Index shares owned by Capstone Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Capstone Wealth Management Group
from 13F filings
Historical chart of Capstone Wealth Management Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Capstone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $679k | 3.3k | 206.50 |
| 2025-06-30 | $643k | 3.3k | 195.43 |
| 2025-03-31 | $627k | 3.3k | 190.56 |
| 2024-12-31 | $631k | 3.3k | 190.91 |
| 2024-09-30 | $652k | 3.3k | 197.15 |
| 2024-06-30 | $601k | 3.3k | 181.99 |
| 2024-03-31 | $617k | 3.3k | 186.81 |
| 2023-12-31 | $571k | 3.3k | 173.91 |
| 2023-09-30 | $505k | 3.3k | 153.84 |
| 2023-06-30 | $529k | 3.3k | 161.19 |
| 2023-03-31 | $498k | 3.3k | 151.74 |
| 2022-12-31 | $476k | 3.3k | 145.07 |
| 2022-09-30 | $422k | 3.3k | 128.58 |
| 2022-06-30 | $451k | 3.3k | 137.46 |
| 2022-03-31 | $511k | 3.3k | 155.75 |
| 2021-12-31 | $514k | 3.3k | 156.71 |
More positions owned by Capstone Wealth Management Group
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