iShares S&P 500 Index shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 57k | 669.30 |
| 2025-06-30 | $33M | 53k | 620.90 |
| 2025-03-31 | $28M | 50k | 561.90 |
| 2024-12-31 | $29M | 48k | 604.91 |
| 2024-09-30 | $25M | 43k | 574.07 |
| 2024-06-30 | $23M | 41k | 547.23 |
| 2024-03-31 | $20M | 38k | 525.73 |
| 2023-09-30 | $15M | 35k | 429.43 |
| 2023-06-30 | $15M | 34k | 458.90 |
| 2023-03-31 | $14M | 33k | 415.27 |
| 2022-12-31 | $14M | 33k | 418.66 |
More positions owned by Kapstone Financial Advisors
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