iShares S&P 500 Index shares owned by Capital Group Private Client Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Group Private Client Services
from 13F filings
Historical chart of Capital Group Private Client Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Capital Group Private Client Services 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 Group Private Client Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 21k | 669.31 |
| 2025-06-30 | $9.9M | 16k | 620.92 |
| 2025-03-31 | $8.2M | 15k | 561.90 |
| 2024-12-31 | $8.1M | 14k | 588.70 |
| 2024-09-30 | $5.6M | 9.7k | 576.81 |
| 2024-03-31 | $3.1M | 5.9k | 525.75 |
| 2023-12-31 | $4.3M | 9.0k | 477.66 |
| 2023-09-30 | $2.4M | 5.5k | 429.45 |
| 2023-06-30 | $2.0M | 4.4k | 445.69 |
| 2023-03-31 | $1.7M | 4.0k | 411.11 |
| 2022-12-31 | $1.4M | 3.6k | 384.24 |
| 2022-09-30 | $1.1M | 3.0k | 358.68 |
| 2022-06-30 | $1.1M | 3.0k | 379.22 |
| 2022-03-31 | $920k | 2.0k | 453.65 |
| 2021-12-31 | $1.3M | 2.8k | 477.01 |
| 2021-09-30 | $1.3M | 3.1k | 430.96 |
More positions owned by Capital Group Private Client Services
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