iShares S&P 500 Index shares owned by Capasso Planning Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capasso Planning Partners
from 13F filings
Historical chart of Capasso Planning Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Capasso Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $431k | 820 | 525.55 |
| 2023-12-31 | $413k | 864 | 477.64 |
| 2023-09-30 | $288k | 670 | 429.53 |
| 2023-06-30 | $297k | 667 | 445.81 |
| 2023-03-31 | $274k | 666 | 411.38 |
| 2022-12-31 | $256k | 666 | 383.98 |
| 2022-09-30 | $238k | 665 | 357.89 |
| 2022-06-30 | $591k | 1.6k | 379.33 |
| 2022-03-31 | $301k | 663 | 454.00 |
| 2021-12-31 | $448k | 940 | 476.60 |