iShares S&P 500 Index shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $881k | 1.3k | 669.55 |
| 2025-06-30 | $888k | 1.4k | 620.98 |
| 2025-03-31 | $717k | 1.3k | 561.82 |
| 2024-12-31 | $739k | 1.3k | 588.90 |
| 2024-09-30 | $758k | 1.3k | 576.69 |
| 2024-06-30 | $717k | 1.3k | 547.13 |
| 2024-03-31 | $641k | 1.2k | 525.53 |
| 2023-09-30 | $421k | 981 | 429.28 |
| 2023-06-30 | $364k | 817 | 445.53 |
| 2023-03-31 | $364k | 884 | 411.27 |
| 2022-12-31 | $339k | 881 | 384.38 |
| 2022-09-30 | $325k | 907 | 358.32 |
| 2022-06-30 | $343k | 904 | 379.42 |
| 2022-03-31 | $409k | 902 | 453.44 |
| 2021-12-31 | $466k | 977 | 476.97 |
| 2021-09-30 | $389k | 904 | 430.31 |
| 2021-06-30 | $304k | 708 | 429.38 |
| 2021-03-31 | $282k | 708 | 398.31 |
| 2020-12-31 | $266k | 708 | 375.71 |
| 2020-09-30 | $238k | 708 | 336.16 |
| 2020-06-30 | $219k | 708 | 309.32 |
| 2019-12-31 | $247k | 764 | 323.30 |
| 2019-09-30 | $228k | 763 | 298.82 |
| 2019-06-30 | $331k | 1.1k | 294.48 |
| 2019-03-31 | $220k | 774 | 284.24 |
| 2018-09-30 | $280k | 958 | 292.28 |
| 2018-06-30 | $261k | 958 | 272.44 |
| 2018-03-31 | $251k | 947 | 265.05 |
| 2017-12-31 | $475k | 1.8k | 268.51 |
| 2017-09-30 | $431k | 1.7k | 252.79 |
| 2017-06-30 | $425k | 1.7k | 243.55 |
| 2017-03-31 | $414k | 1.7k | 237.25 |
| 2016-12-31 | $441k | 2.0k | 225.11 |
| 2016-09-30 | $426k | 2.0k | 217.57 |
| 2016-06-30 | $412k | 2.0k | 210.42 |
| 2016-03-31 | $640k | 3.1k | 206.79 |
| 2015-12-31 | $401k | 2.0k | 204.91 |
| 2015-09-30 | $377k | 2.0k | 192.64 |
| 2015-06-30 | $405k | 2.0k | 206.95 |
| 2015-03-31 | $525k | 2.5k | 207.92 |
| 2014-12-31 | $433k | 2.1k | 206.68 |
| 2014-09-30 | $415k | 2.1k | 198.09 |
| 2014-06-30 | $413k | 2.1k | 197.14 |
| 2014-03-31 | $258k | 1.4k | 188.05 |
| 2013-12-31 | $262k | 1.4k | 185.55 |
More positions owned by Capstone Financial Advisors
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