iShares S&P 500 Index shares owned by CapWealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 4.3k | 669.30 |
| 2025-06-30 | $2.7M | 4.3k | 620.90 |
| 2025-03-31 | $2.4M | 4.3k | 561.90 |
| 2024-12-31 | $2.5M | 4.3k | 588.68 |
| 2024-09-30 | $2.5M | 4.3k | 576.82 |
| 2024-06-30 | $2.4M | 4.3k | 547.23 |
| 2024-03-31 | $2.3M | 4.4k | 525.73 |
| 2023-12-31 | $2.1M | 4.5k | 477.63 |
| 2023-09-30 | $2.0M | 4.7k | 429.43 |
| 2023-06-30 | $2.5M | 5.6k | 445.71 |
| 2023-03-31 | $2.4M | 5.9k | 411.08 |
| 2022-12-31 | $2.3M | 6.0k | 384.21 |
| 2022-09-30 | $2.1M | 5.9k | 358.62 |
| 2022-06-30 | $2.2M | 5.8k | 379.10 |
| 2022-03-31 | $2.7M | 6.0k | 453.75 |
| 2021-12-31 | $2.9M | 6.0k | 476.98 |
| 2021-09-30 | $2.6M | 6.1k | 430.74 |
| 2021-06-30 | $2.6M | 6.1k | 429.94 |
| 2021-03-31 | $2.3M | 5.8k | 397.79 |
| 2020-12-31 | $2.2M | 5.7k | 375.37 |
| 2019-12-31 | $838k | 2.6k | 323.30 |