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iShares S&P 500 Value Index shares owned by Capstone Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Capstone Financial Group from 13F filings

Historical chart of Capstone Financial Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Capstone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Capstone Financial Group

Quarter filed Position value Share count Share price at filing
2020-09-30 $172k 1.5k 113.16
2020-06-30 $160k 1.5k 108.18
2020-03-31 $131k 1.4k 96.04
2019-12-31 $173k 1.3k 130.47

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View all positions for Capstone Financial Group

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