iShares Russell 1000 Index shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Capstone Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $219M | 696k | 314.39 |
2024-06-30 | $205M | 689k | 297.54 |
2024-03-31 | $202M | 701k | 288.03 |
2023-09-30 | $171M | 726k | 234.91 |
2023-06-30 | $180M | 740k | 243.74 |
2023-03-31 | $169M | 749k | 225.23 |
2022-12-31 | $160M | 759k | 210.52 |
2022-09-30 | $152M | 771k | 197.33 |
2022-06-30 | $163M | 782k | 207.76 |
2022-03-31 | $209M | 836k | 250.07 |
2021-12-31 | $225M | 851k | 264.43 |
2021-09-30 | $213M | 881k | 241.71 |
2021-06-30 | $293M | 1.2M | 242.08 |
2021-03-31 | $356M | 1.6M | 223.83 |
2020-12-31 | $328M | 1.6M | 211.84 |
2020-09-30 | $282M | 1.5M | 187.15 |
2020-06-30 | $253M | 1.5M | 171.68 |
2020-03-31 | $121M | 853k | 141.53 |
More positions owned by Capstone Financial Advisors
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