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

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

Historical chart of Capstone Triton 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 Triton 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 Triton Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 5.0k 525.77
2023-12-31 $2.5M 5.2k 477.67
2023-09-30 $2.3M 5.3k 429.44
2023-06-30 $2.5M 5.5k 445.67
2023-03-31 $2.3M 5.7k 411.11
2022-12-31 $2.2M 5.7k 384.19
2022-09-30 $692k 1.9k 358.74
2022-06-30 $756k 1.9k 400.85
2022-03-31 $939k 2.2k 419.20
2021-12-31 $1.2M 2.5k 478.44
2021-09-30 $1.1M 2.4k 457.12
2021-06-30 $762k 1.8k 429.78
2021-03-31 $810k 2.0k 397.64
2020-12-31 $756k 2.0k 375.56