Capstone Financial Advisors, Inc. IWB Holdings History
Capstone Financial Advisors, Inc.'s iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 666,279.00 shares of iShares Russell 1000 ETF(IWB), totaling $204.37 Mil. This investment constitutes 12.82% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0.53% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2020Q1. And since then Capstone Financial Advisors, Inc. has made 6 purchases of IWB, at an average price of $168.43, for a total of 1.60 Mil shares. In addition, there have been 15 sales at an average price of $243.25 for 932,041.00 shares. Based on historical transaction data and IWB's current price of $345.18, Capstone Financial Advisors, Inc.'s estimated gain on his IWB holdings is $187.50 Mil, reflecting a 69.65% gain to date.
Capstone Financial Advisors, Inc. IWB ($345.18) Holding Chart
Capstone Financial Advisors, Inc. IWB ($345.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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