iShares S&P 500 Index shares owned by U.S. Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by U.S. Capital Advisors
from 13F filings
Historical chart of U.S. Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by U.S. Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $2.8M | 6.6k | 429.95 |
| 2021-03-31 | $2.6M | 6.5k | 397.82 |
| 2020-12-31 | $2.4M | 6.3k | 375.32 |
| 2020-09-30 | $2.1M | 6.3k | 336.04 |
| 2020-06-30 | $1.9M | 6.3k | 309.61 |
| 2020-03-31 | $1.6M | 6.3k | 258.45 |
| 2019-12-31 | $2.0M | 6.1k | 323.18 |
| 2019-09-30 | $1.8M | 6.1k | 298.49 |
| 2019-06-30 | $1.8M | 6.1k | 294.72 |
| 2019-03-31 | $1.8M | 6.5k | 284.64 |
| 2018-12-31 | $1.6M | 6.5k | 251.54 |
| 2018-09-30 | $1.9M | 6.5k | 292.68 |
| 2018-06-30 | $1.6M | 6.0k | 272.95 |
| 2018-03-31 | $1.6M | 6.0k | 265.40 |
| 2017-12-31 | $2.0M | 7.4k | 268.85 |
| 2017-09-30 | $1.5M | 6.4k | 243.35 |
| 2017-06-30 | $1.5M | 6.4k | 243.35 |
| 2017-03-31 | $1.2M | 5.2k | 237.31 |
| 2016-12-31 | $1.1M | 4.9k | 225.04 |
| 2016-09-30 | $1.1M | 4.9k | 217.53 |
| 2016-06-30 | $1.0M | 5.0k | 210.44 |
| 2016-03-31 | $4.7M | 973k | 4.84 |
| 2015-12-31 | $968k | 4.7k | 204.82 |
| 2015-09-30 | $911k | 4.7k | 192.76 |
| 2015-06-30 | $683k | 3.6k | 188.15 |
| 2015-03-31 | $683k | 3.6k | 188.15 |
| 2014-12-31 | $921k | 4.5k | 206.97 |
| 2014-09-30 | $814k | 4.1k | 198.34 |
| 2014-06-30 | $750k | 3.8k | 197.06 |
| 2014-03-31 | $683k | 3.6k | 188.15 |
| 2013-12-31 | $587k | 3.2k | 185.76 |
| 2013-09-30 | $513k | 3.0k | 168.86 |
| 2013-06-30 | $526k | 3.3k | 160.91 |
| 2013-03-31 | $516k | 3.3k | 157.37 |
| 2012-09-30 | $452k | 3.1k | 144.46 |