iShares S&P 500 Index shares owned by Capstone Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capstone Wealth Management Group
from 13F filings
Historical chart of Capstone Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capstone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 2.2k | 525.81 |
| 2023-12-31 | $1.7M | 3.5k | 477.66 |
| 2023-09-30 | $1.5M | 3.5k | 429.40 |
| 2023-06-30 | $650k | 1.5k | 445.63 |
| 2023-03-31 | $599k | 1.5k | 411.03 |
| 2022-12-31 | $558k | 1.5k | 384.27 |
| 2022-09-30 | $520k | 1.5k | 358.62 |
| 2022-06-30 | $549k | 1.4k | 379.41 |
| 2022-03-31 | $656k | 1.4k | 453.98 |
| 2021-12-31 | $688k | 1.4k | 476.78 |
More positions owned by Capstone Wealth Management Group
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