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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

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Quarterly reported holdings in iShares Russell 1000 Index by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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