iShares S&P 500 Index shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31M | 59k | 525.73 |
| 2023-12-31 | $27M | 58k | 477.63 |
| 2023-09-30 | $23M | 54k | 429.43 |
| 2023-06-30 | $22M | 50k | 445.71 |
| 2023-03-31 | $20M | 48k | 411.08 |
| 2022-12-31 | $18M | 46k | 384.21 |
| 2022-09-30 | $15M | 42k | 358.66 |
| 2022-06-30 | $15M | 40k | 379.14 |
| 2022-03-31 | $17M | 37k | 453.69 |
| 2021-12-31 | $18M | 37k | 476.99 |
| 2021-09-30 | $15M | 36k | 430.82 |
| 2021-06-30 | $15M | 35k | 429.93 |
| 2021-03-31 | $13M | 34k | 397.82 |
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