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iShares Russell 1000 Growth Index shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth 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 Growth Index by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $29M 107k 265.99
2023-06-30 $30M 107k 275.18
2023-03-31 $26M 107k 244.33
2022-12-31 $23M 107k 214.24
2022-09-30 $22M 106k 210.40
2022-06-30 $23M 106k 218.70
2022-03-31 $30M 106k 277.63
2021-12-31 $33M 107k 305.59
2021-09-30 $29M 107k 274.04
2021-06-30 $29M 107k 271.48
2021-03-31 $26M 107k 243.04
2020-12-31 $26M 108k 241.14
2020-09-30 $23M 107k 216.89
2020-06-30 $21M 108k 191.95
2020-03-31 $17M 113k 150.65
2019-12-31 $20M 113k 175.92
2019-09-30 $18M 113k 159.63
2019-06-30 $18M 114k 157.34
2019-03-31 $17M 114k 151.36
2018-12-31 $15M 114k 130.91
2018-09-30 $18M 117k 155.98
2018-06-30 $17M 118k 143.80
2018-03-31 $16M 118k 136.09
2017-12-31 $16M 118k 134.68
2017-09-30 $15M 120k 125.06
2017-06-30 $14M 121k 119.02
2017-03-31 $14M 123k 113.80
2016-12-31 $14M 138k 104.90
2016-09-30 $14M 132k 104.17
2016-06-30 $15M 152k 100.36
2016-03-31 $39M 393k 99.78
2015-12-31 $40M 405k 99.48
2015-09-30 $38M 409k 93.00
2015-06-30 $44M 448k 99.01
2015-03-31 $45M 454k 98.92
2014-12-31 $43M 445k 95.61

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index