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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Capstone Financial Advisors 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Goldman Sachs Group
Jones Financial Companies, L.L
NISA Investment Advisors
Squarepoint Ops

View all funds holding iShares S&P 500 Index