iShares Russell 1000 Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $910k | 2.9k | 314.44 |
| 2024-06-30 | $861k | 2.9k | 297.61 |
| 2024-03-31 | $833k | 2.9k | 287.94 |
| 2023-12-31 | $710k | 2.7k | 262.19 |
| 2023-09-30 | $636k | 2.7k | 234.95 |
| 2023-06-30 | $660k | 2.7k | 243.90 |
| 2023-03-31 | $609k | 2.7k | 225.06 |
| 2022-12-31 | $555k | 2.6k | 210.31 |
| 2022-09-30 | $521k | 2.6k | 197.50 |
| 2022-06-30 | $548k | 2.6k | 207.73 |
| 2022-03-31 | $681k | 2.7k | 250.18 |
| 2021-12-31 | $676k | 2.6k | 264.37 |
| 2021-09-30 | $618k | 2.6k | 241.78 |
| 2021-06-30 | $609k | 2.5k | 242.24 |
| 2021-03-31 | $559k | 2.5k | 223.78 |
| 2020-12-31 | $529k | 2.5k | 211.85 |
| 2020-09-30 | $467k | 2.5k | 187.10 |
| 2020-06-30 | $428k | 2.5k | 171.54 |
| 2020-03-31 | $372k | 2.9k | 127.75 |
| 2019-12-31 | $438k | 2.5k | 178.41 |
| 2019-09-30 | $4.3M | 64k | 67.91 |
| 2019-06-30 | $399k | 2.5k | 162.66 |
| 2019-03-31 | $379k | 2.4k | 157.39 |
| 2018-12-31 | $334k | 2.4k | 138.76 |
| 2018-09-30 | $389k | 2.4k | 161.75 |
| 2018-06-30 | $365k | 2.4k | 151.83 |
| 2018-03-31 | $353k | 2.4k | 146.84 |
| 2017-12-31 | $395k | 2.7k | 148.55 |
| 2017-09-30 | $363k | 2.6k | 139.99 |
| 2017-06-30 | $361k | 2.7k | 135.41 |
| 2017-03-31 | $350k | 2.7k | 131.28 |
| 2016-12-31 | $332k | 2.7k | 124.53 |
| 2016-09-30 | $321k | 2.7k | 120.41 |
| 2016-06-30 | $312k | 2.7k | 117.03 |
| 2016-03-31 | $304k | 2.7k | 114.03 |
| 2015-12-31 | $302k | 2.7k | 113.28 |
| 2015-09-30 | $285k | 2.7k | 106.90 |
| 2015-06-30 | $323k | 2.8k | 115.94 |
| 2015-03-31 | $357k | 3.1k | 115.72 |
| 2014-12-31 | $309k | 2.7k | 114.53 |
| 2014-09-30 | $262k | 2.4k | 109.53 |
| 2014-06-30 | $253k | 2.3k | 109.90 |
| 2014-03-31 | $241k | 2.3k | 104.69 |
| 2013-12-31 | $237k | 2.3k | 103.00 |