iShares S&P 500 Index shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $792k | 1.4k | 547.31 |
| 2024-03-31 | $780k | 1.5k | 525.75 |
| 2023-12-31 | $1.2M | 2.5k | 477.64 |
| 2023-09-30 | $993k | 2.3k | 429.44 |
| 2023-06-30 | $867k | 1.9k | 445.72 |
| 2023-03-31 | $718k | 1.7k | 411.10 |