iShares S&P 500 Index shares owned by CapWealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by CapWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.1M | 4.5k | 477.63 |
2023-09-30 | $2.0M | 4.7k | 429.43 |
2023-06-30 | $2.5M | 5.6k | 445.71 |
2023-03-31 | $2.4M | 5.9k | 411.08 |
2022-12-31 | $2.3M | 6.0k | 384.21 |
2022-09-30 | $2.1M | 5.9k | 358.62 |
2022-06-30 | $2.2M | 5.8k | 379.10 |
2022-03-31 | $2.7M | 6.0k | 453.75 |
2021-12-31 | $2.9M | 6.0k | 476.98 |
2021-09-30 | $2.6M | 6.1k | 430.74 |
2021-06-30 | $2.6M | 6.1k | 429.94 |
2021-03-31 | $2.3M | 5.8k | 397.79 |
2020-12-31 | $2.2M | 5.7k | 375.37 |
2019-12-31 | $838k | 2.6k | 323.30 |