iShares S&P 500 Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 2.3k | 525.61 |
| 2023-12-31 | $1.1M | 2.3k | 477.83 |
| 2023-09-30 | $993k | 2.3k | 429.31 |
| 2023-06-30 | $1.0M | 2.3k | 445.74 |
| 2023-03-31 | $916k | 2.2k | 410.95 |
| 2022-12-31 | $856k | 2.2k | 384.03 |
| 2022-09-30 | $799k | 2.2k | 358.46 |
| 2022-06-30 | $845k | 2.2k | 379.09 |
| 2022-03-31 | $1.0M | 2.2k | 453.53 |
| 2021-12-31 | $1.1M | 2.2k | 477.10 |
| 2021-09-30 | $969k | 2.2k | 430.86 |
| 2021-06-30 | $967k | 2.2k | 429.97 |
| 2021-03-31 | $1.1M | 5.0k | 214.92 |
| 2020-12-31 | $844k | 2.2k | 375.28 |
| 2020-09-30 | $756k | 2.2k | 336.15 |
| 2020-06-30 | $696k | 2.2k | 309.47 |
| 2020-03-31 | $590k | 2.3k | 258.32 |
| 2019-12-31 | $1.0M | 3.2k | 323.15 |
| 2019-09-30 | $535k | 1.8k | 298.72 |
| 2019-06-30 | $229k | 778 | 294.34 |
| 2019-03-31 | $232k | 814 | 285.01 |
| 2018-12-31 | $214k | 850 | 251.76 |
| 2018-09-30 | $249k | 850 | 292.94 |
| 2018-06-30 | $248k | 907 | 273.43 |
| 2018-03-31 | $257k | 968 | 265.50 |
| 2017-12-31 | $302k | 1.1k | 268.68 |
| 2017-09-30 | $309k | 1.2k | 253.07 |
| 2017-06-30 | $300k | 1.2k | 243.31 |
| 2017-03-31 | $327k | 1.4k | 237.13 |
| 2016-12-31 | $310k | 1.4k | 224.80 |
| 2016-09-30 | $329k | 1.5k | 217.31 |
| 2016-06-30 | $339k | 1.6k | 210.69 |
| 2016-03-31 | $333k | 1.6k | 206.96 |
| 2015-12-31 | $396k | 1.9k | 205.08 |
| 2015-09-30 | $30k | 154 | 194.81 |
| 2015-06-30 | $32k | 154 | 207.79 |
| 2015-03-31 | $32k | 154 | 207.79 |
| 2014-12-31 | $32k | 154 | 207.79 |
| 2014-09-30 | $30k | 154 | 194.81 |
| 2014-06-30 | $30k | 154 | 194.81 |
| 2014-03-31 | $29k | 154 | 188.31 |
| 2013-12-31 | $29k | 154 | 188.31 |