iShares S&P 500 Index shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 59k | 669.30 |
| 2025-06-30 | $33M | 53k | 620.90 |
| 2025-03-31 | $31M | 55k | 561.90 |
| 2024-12-31 | $25M | 42k | 588.68 |
| 2024-09-30 | $23M | 40k | 576.82 |
| 2024-06-30 | $22M | 40k | 547.23 |
| 2024-03-31 | $21M | 39k | 525.73 |
| 2023-12-31 | $21M | 44k | 477.63 |
| 2023-09-30 | $16M | 37k | 429.42 |
| 2023-06-30 | $17M | 39k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $9.5M | 27k | 358.64 |
| 2022-06-30 | $9.6M | 25k | 379.16 |
| 2022-03-31 | $10M | 23k | 453.67 |
| 2021-12-31 | $10M | 21k | 476.98 |
| 2021-09-30 | $9.3M | 22k | 430.83 |
More positions owned by U.S. Capital Wealth Advisors
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