iShares S&P 500 Index shares owned by Capital Market Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Market Strategies
from 13F filings
Historical chart of Capital Market Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Capital Market Strategies 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 Market Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $454k | 731 | 620.62 |
| 2025-03-31 | $416k | 740 | 562.15 |
| 2024-12-31 | $793k | 1.3k | 588.74 |
| 2024-09-30 | $778k | 1.3k | 577.02 |
| 2024-06-30 | $787k | 1.4k | 547.14 |
| 2024-03-31 | $760k | 1.4k | 525.81 |
| 2023-12-31 | $746k | 1.6k | 477.83 |
| 2023-09-30 | $664k | 1.6k | 423.81 |
| 2023-06-30 | $689k | 1.5k | 445.74 |
| 2022-12-31 | $611k | 1.6k | 384.20 |
| 2022-09-30 | $561k | 1.6k | 358.70 |
| 2022-06-30 | $535k | 1.4k | 379.43 |
| 2022-03-31 | $646k | 1.4k | 453.33 |
| 2021-12-31 | $725k | 1.5k | 477.29 |