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iShares Russell 2000 Value Index shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 14k 155.33
2023-09-30 $25M 184k 135.55
2023-06-30 $19M 135k 140.80
2023-03-31 $26M 188k 137.02
2022-12-31 $27M 192k 138.67
2022-09-30 $18M 142k 128.93
2022-06-30 $12M 90k 136.15
2021-12-31 $15M 88k 166.04
2021-09-30 $7.2M 45k 160.24