iShares S&P 500 Index shares owned by Capital A Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital A Wealth Management
from 13F filings
Historical chart of Capital A Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Capital A Wealth Management 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 Capital A Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $52k | 109 | 477.63 |
| 2025-03-31 | $201k | 357 | 561.90 |
| 2024-12-31 | $280k | 476 | 588.68 |
More positions owned by Capital A Wealth Management
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