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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
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 $262k 1.4k 185.55
2013-12-31 $262k 1.4k 185.55