iShares S&P 500 Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 3.3k | 576.88 |
| 2024-06-30 | $1.6M | 3.0k | 547.28 |
| 2024-03-31 | $1.6M | 3.0k | 525.76 |
| 2023-12-31 | $1.1M | 2.2k | 477.65 |
| 2023-09-30 | $1.3M | 3.0k | 429.50 |
| 2023-06-30 | $979k | 2.2k | 445.68 |
| 2023-03-31 | $753k | 1.8k | 411.03 |
| 2022-12-31 | $575k | 1.5k | 384.12 |
| 2022-09-30 | $440k | 1.2k | 359.18 |
| 2022-06-30 | $374k | 987 | 378.93 |
| 2022-03-31 | $1.1M | 2.3k | 453.57 |
| 2021-12-31 | $1.2M | 2.5k | 477.02 |
| 2021-09-30 | $735k | 1.7k | 430.83 |
| 2021-06-30 | $783k | 1.8k | 429.75 |
| 2021-03-31 | $649k | 1.6k | 397.67 |
| 2020-12-31 | $642k | 1.7k | 375.44 |
| 2020-09-30 | $382k | 1.1k | 336.27 |