iShares Russell 1000 Index shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427M | 1.2M | 365.48 |
| 2025-06-30 | $399M | 1.2M | 339.57 |
| 2025-03-31 | $364M | 1.2M | 306.74 |
| 2024-12-31 | $302M | 936k | 322.16 |
| 2024-09-30 | $299M | 952k | 314.39 |
| 2024-06-30 | $289M | 973k | 297.54 |
| 2024-03-31 | $279M | 968k | 288.03 |
| 2023-12-31 | $216M | 824k | 262.26 |
| 2023-09-30 | $193M | 822k | 234.91 |
| 2023-06-30 | $197M | 808k | 243.74 |
| 2023-03-31 | $181M | 804k | 225.23 |
| 2022-12-31 | $169M | 804k | 210.52 |
| 2022-09-30 | $165M | 837k | 197.33 |
| 2022-06-30 | $189M | 908k | 207.76 |
| 2022-03-31 | $219M | 876k | 250.07 |
| 2021-12-31 | $16M | 62k | 264.42 |
| 2021-09-30 | $15M | 61k | 241.72 |
| 2021-06-30 | $15M | 63k | 242.08 |
| 2021-03-31 | $14M | 64k | 223.84 |
| 2020-12-31 | $14M | 64k | 211.84 |
| 2020-09-30 | $12M | 65k | 188.50 |
| 2020-06-30 | $15M | 84k | 172.79 |
| 2020-03-31 | $8.7M | 64k | 135.30 |
| 2019-12-31 | $14M | 80k | 179.96 |
| 2019-09-30 | $13M | 78k | 164.54 |
| 2019-06-30 | $13M | 82k | 162.79 |
| 2019-03-31 | $13M | 83k | 157.31 |
| 2018-12-31 | $11M | 81k | 138.69 |
| 2018-09-30 | $11M | 68k | 162.45 |
| 2018-06-30 | $11M | 70k | 151.98 |
| 2018-03-31 | $9.2M | 64k | 143.48 |
| 2017-12-31 | $10M | 68k | 148.60 |
| 2017-09-30 | $9.7M | 70k | 139.88 |
| 2017-06-30 | $7.1M | 53k | 135.28 |
| 2017-03-31 | $2.7M | 21k | 131.27 |
| 2016-12-31 | $2.6M | 21k | 124.48 |
| 2016-09-30 | $1.3M | 12k | 116.86 |
| 2016-03-31 | $2.6M | 22k | 114.06 |
| 2015-12-31 | $3.5M | 31k | 113.32 |
| 2015-09-30 | $2.2M | 20k | 107.07 |
| 2015-06-30 | $7.0k | 300 | 23.33 |
| 2015-03-31 | $2.2M | 19k | 115.85 |
| 2014-12-31 | $2.1M | 19k | 114.64 |
| 2014-09-30 | $2.1M | 19k | 109.87 |
| 2014-06-30 | $2.2M | 20k | 110.11 |
| 2014-03-31 | $2.0M | 19k | 104.78 |
| 2013-12-31 | $2.0M | 19k | 103.18 |
| 2013-09-30 | $1.7M | 19k | 94.19 |
| 2013-06-30 | $1.8M | 20k | 89.94 |
| 2013-03-31 | $1.6M | 19k | 87.22 |
| 2012-12-31 | $2.4M | 31k | 79.16 |
| 2012-09-30 | $1.5M | 19k | 79.27 |
| 2012-06-30 | $1.6M | 20k | 77.34 |
| 2011-06-30 | $1.5M | 21k | 73.88 |
More positions owned by Captrust Financial Advisors
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