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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index