ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Capstone Financial Advisors, Inc.'s Holding History (CIK: 0001599217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 649,033 Value ($000) $242,375 Avg Close — Range —
Q3 2025
Shares 654,417 Value ($000) $239,176 Avg Close — Range —
Q2 2025
Shares 661,216 Value ($000) $224,529 Avg Close — Range —
Q1 2025
Shares 666,279 Value ($000) $204,375 Avg Close — Range —
Q4 2024
Shares 680,762 Value ($000) $219,314 Avg Close — Range —
Q3 2024
Shares 695,547 Value ($000) $218,673 Avg Close — Range —
Q2 2024
Shares 688,502 Value ($000) $204,857 Avg Close — Range —
Q1 2024
Shares 701,251 Value ($000) $201,981 Avg Close — Range —
Q4 2023
Shares 706,941 Value ($000) $185,402 Avg Close — Range —
Q3 2023
Shares 726,208 Value ($000) $170,594 Avg Close — Range —
Q2 2023
Shares 739,795 Value ($000) $180,318 Avg Close — Range —
Q1 2023
Shares 749,176 Value ($000) $168,737 Avg Close — Range —
Q4 2022
Shares 758,646 Value ($000) $159,710 Avg Close — Range —
Q3 2022
Shares 770,936 Value ($000) $152,129 Avg Close — Range —
Q2 2022
Shares 782,004 Value ($000) $162,469 Avg Close — Range —
Q1 2022
Shares 836,336 Value ($000) $209,143 Avg Close — Range —
Q4 2021
Shares 851,414 Value ($000) $225,139 Avg Close — Range —
Q3 2021
Shares 881,225 Value ($000) $213,001 Avg Close — Range —
Q2 2021
Shares 1,209,831 Value ($000) $292,876 Avg Close — Range —
Q1 2021
Shares 1,591,275 Value ($000) $356,175 Avg Close — Range —
Q4 2020
Shares 1,550,171 Value ($000) $328,388 Avg Close — Range —
Q3 2020
Shares 1,506,151 Value ($000) $281,876 Avg Close — Range —
Q2 2020
Shares 1,475,042 Value ($000) $253,235 Avg Close — Range —
Q1 2020
Shares 852,644 Value ($000) $120,675 Avg Close — Range —