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iShares S&P 500 Index shares owned by Capstone Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capstone Financial Group from 13F filings

Historical chart of Capstone Financial Group 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 Group 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 Group

Quarter filed Position value Share count Share price at filing
2020-09-30 $502k 1.5k 335.79
2020-06-30 $466k 1.5k 315.08
2020-03-31 $390k 1.5k 258.11
2019-12-31 $426k 1.3k 323.22

More positions owned by Capstone Financial Group

Ishares Agency Bond Etf Etf (AGZ)
Apple Stock (AAPL)
Shopify Inc Cls A Stock (SHOP)
Amazon Stock (AMZN)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Microsoft Corp Stock (MSFT)
Mongodb Inc Cl A Stock (MDB)
Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL)
Abbott Labs Stock (ABT)
Paypal Hldgs Stock (PYPL)
Walmart Stock (WMT)
Verizon Communications Stock (VZ)
Vanguard Mega Cap Growth Etf Etf (MGK)
Intel Corp Stock (INTC)
Zillow Group Inc Cl C Cap Stk Stock (Z)

View all positions for Capstone Financial Group

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index