iShares Russell 2000 Index shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.2M | 28k | 220.96 |
| 2024-09-30 | $6.1M | 28k | 220.89 |
| 2024-06-30 | $5.1M | 25k | 202.89 |
| 2024-03-31 | $5.4M | 25k | 210.30 |
| 2023-09-30 | $4.7M | 27k | 176.74 |
| 2023-06-30 | $5.1M | 27k | 187.27 |
| 2023-03-31 | $4.9M | 28k | 178.40 |
| 2022-12-31 | $4.8M | 27k | 174.36 |
| 2022-09-30 | $4.4M | 27k | 164.93 |
| 2022-06-30 | $4.7M | 28k | 169.37 |
| 2022-03-31 | $5.7M | 28k | 205.28 |
| 2021-12-31 | $1.3M | 5.8k | 222.49 |
| 2021-09-30 | $655k | 3.0k | 218.92 |
| 2021-06-30 | $686k | 3.0k | 229.28 |
| 2021-03-31 | $685k | 3.1k | 221.11 |
| 2020-12-31 | $641k | 3.3k | 196.20 |
| 2020-09-30 | $455k | 3.0k | 149.72 |
| 2020-06-30 | $431k | 3.0k | 143.09 |
| 2019-12-31 | $271k | 1.6k | 165.55 |
| 2019-09-30 | $242k | 1.6k | 151.16 |
| 2019-06-30 | $256k | 1.6k | 155.53 |
| 2019-03-31 | $252k | 1.6k | 153.19 |
| 2018-09-30 | $201k | 1.2k | 168.62 |
| 2017-06-30 | $220k | 1.6k | 141.21 |
More positions owned by Capstone Financial Advisors
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