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iShares S&P 500 Index shares owned by Capstone Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capstone Financial Group from 13F filings

Historical chart of Capstone Financial Group 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 Capstone Financial Group 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 Capstone Financial Group

Quarter filed Position value Share count Share price at filing
2020-09-30 $502k 1.5k 335.79
2020-06-30 $466k 1.5k 315.08
2020-03-31 $390k 1.5k 258.11
2019-12-31 $426k 1.3k 323.22

More positions owned by Capstone Financial Group

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Microsoft Corp Stock (MSFT)
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Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL)
Abbott Labs Stock (ABT)
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Vanguard Mega Cap Growth Etf Etf (MGK)
Intel Corp Stock (INTC)
Zillow Group Inc Cl C Cap Stk Stock (Z)

View all positions for Capstone Financial Group

Top funds holding iShares S&P 500 Index

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