iShares Russell 1000 Index shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 810 | 365.48 |
| 2025-06-30 | $238k | 700 | 339.57 |
| 2025-03-31 | $215k | 700 | 306.74 |
| 2024-12-31 | $232k | 700 | 331.97 |
| 2024-09-30 | $219k | 700 | 313.24 |
| 2024-06-30 | $208k | 700 | 297.54 |
| 2024-03-31 | $202k | 700 | 288.03 |
More positions owned by Kapstone Financial Advisors
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