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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Kapstone 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $208k 700 297.54
2024-03-31 $202k 700 288.03

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Microstrategy Cl A New (MSTR)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)

View all positions for Kapstone Financial Advisors

Top funds holding iShares Russell 1000 Index

Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Pnc Financial Services
Goldman Sachs Group
LPL Financial
BlackRock
Colony
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Johnson Investment Counsel
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co

View all funds holding iShares Russell 1000 Index