iShares S&P 500 Index shares owned by CoreCap Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 58k | 669.30 |
| 2025-06-30 | $35M | 57k | 620.91 |
| 2025-03-31 | $28M | 50k | 561.90 |
| 2024-12-31 | $36M | 60k | 588.68 |
| 2024-09-30 | $31M | 54k | 576.82 |
| 2024-03-31 | $39M | 73k | 525.73 |
| 2023-12-31 | $29M | 60k | 477.63 |
| 2023-09-30 | $19M | 44k | 429.43 |
| 2023-06-30 | $26M | 57k | 445.71 |
| 2022-12-31 | $15M | 39k | 384.21 |
| 2022-09-30 | $14M | 38k | 358.66 |
| 2022-06-30 | $14M | 36k | 379.16 |
| 2022-03-31 | $18M | 39k | 453.70 |
| 2021-12-31 | $12M | 26k | 476.99 |