iShares S&P 500 Value Index shares owned by Capstone Triton Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Capstone Triton Financial Group
from 13F filings
Historical chart of Capstone Triton Financial Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Capstone Triton Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 1.8k | 206.53 |
| 2025-06-30 | $358k | 1.8k | 195.43 |
| 2024-12-31 | $412k | 2.2k | 190.96 |
| 2024-09-30 | $427k | 2.2k | 197.19 |
| 2024-06-30 | $381k | 2.1k | 181.97 |
| 2024-03-31 | $390k | 2.1k | 186.80 |
| 2023-12-31 | $363k | 2.1k | 173.93 |
| 2023-09-30 | $319k | 2.1k | 153.86 |
| 2023-06-30 | $334k | 2.1k | 161.21 |
| 2023-03-31 | $316k | 2.1k | 151.79 |
| 2022-12-31 | $243k | 1.7k | 145.07 |
| 2022-03-31 | $206k | 1.4k | 150.47 |
| 2021-12-31 | $263k | 1.7k | 156.64 |
| 2021-09-30 | $256k | 1.7k | 153.57 |
| 2021-06-30 | $239k | 1.6k | 147.90 |
| 2021-03-31 | $227k | 1.6k | 141.35 |
| 2020-12-31 | $206k | 1.6k | 128.27 |
More positions owned by Capstone Triton Financial Group
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