iShares S&P 500 Index shares owned by Capital Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $745k | 1.7k | 429.40 |
| 2023-06-30 | $1.1M | 2.5k | 445.69 |
| 2023-03-31 | $775k | 1.9k | 411.18 |
| 2022-12-31 | $705k | 1.8k | 384.20 |
| 2022-09-30 | $528k | 1.5k | 358.94 |
| 2022-06-30 | $616k | 1.6k | 378.84 |
| 2022-03-31 | $726k | 1.6k | 453.47 |
| 2021-12-31 | $718k | 1.5k | 477.08 |
| 2021-09-30 | $822k | 1.9k | 431.04 |
| 2021-06-30 | $623k | 1.4k | 429.95 |
| 2021-03-31 | $642k | 1.6k | 397.52 |
| 2020-12-31 | $471k | 1.3k | 375.60 |
| 2020-09-30 | $442k | 1.3k | 336.12 |
| 2020-06-30 | $327k | 1.1k | 309.37 |
| 2020-03-31 | $255k | 986 | 258.62 |
| 2019-12-31 | $349k | 1.1k | 322.85 |
| 2019-09-30 | $321k | 1.1k | 298.33 |
| 2019-06-30 | $376k | 1.3k | 294.90 |
| 2019-03-31 | $317k | 1.1k | 284.30 |
| 2018-12-31 | $384k | 1.5k | 251.85 |
More positions owned by Capital Financial Planning
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