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iShares Russell 3000 Index shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $759k 2.3k 326.79
2024-06-30 $714k 2.3k 308.64
2024-03-31 $693k 2.3k 300.08
2023-09-30 $560k 2.3k 245.04
2023-06-30 $581k 2.3k 254.46
2023-03-31 $536k 2.3k 235.41
2022-12-31 $501k 2.3k 220.66
2022-09-30 $466k 2.2k 207.30
2022-06-30 $489k 2.2k 217.53
2022-03-31 $588k 2.2k 262.27
2021-12-31 $620k 2.2k 277.40
2021-09-30 $566k 2.2k 254.84
2021-06-30 $568k 2.2k 255.74
2021-03-31 $524k 2.2k 237.10
2020-12-31 $1.2M 5.4k 223.53
2020-09-30 $433k 2.2k 195.93
2020-06-30 $398k 2.2k 180.09
2020-03-31 $328k 2.2k 148.42
2019-12-31 $417k 2.2k 188.69
2019-09-30 $384k 2.2k 173.76
2019-06-30 $381k 2.2k 172.40
2019-03-31 $368k 2.2k 166.52
2018-12-31 $325k 2.2k 147.06
2018-09-30 $381k 2.2k 172.40
2018-06-30 $359k 2.2k 162.44
2018-03-31 $346k 2.2k 156.56
2017-12-31 $350k 2.2k 158.37
2017-09-30 $330k 2.2k 149.32
2017-06-30 $318k 2.2k 143.89
2017-03-31 $309k 2.2k 139.82
2016-12-31 $305k 2.3k 132.84
2016-09-30 $294k 2.3k 128.05
2016-06-30 $285k 2.3k 124.13
2016-03-31 $277k 2.3k 120.64
2015-12-31 $292k 2.4k 120.16
2015-09-30 $277k 2.4k 113.99
2015-06-30 $301k 2.4k 123.87
2015-03-31 $325k 2.6k 123.67
2014-12-31 $321k 2.6k 122.15

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

View all positions for Capstone Financial Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Bank of America Corporation
Family Firm
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
UBS Group
Evensky & Katz
Colony
_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell 3000 Index