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
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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 |
|---|---|---|---|
| 2025-09-30 | $889k | 2.3k | 379.01 |
| 2025-06-30 | $822k | 2.3k | 350.94 |
| 2025-03-31 | $742k | 2.3k | 317.58 |
| 2024-12-31 | $778k | 2.3k | 334.32 |
| 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
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