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Capstone Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Capstone Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$502K Buy
1,495
+16
+1% +$5.33K 0.39% 47
2020
Q2 		$466K Sell
1,479
-32
-2% -$9.4K 0.38% 47
2020
Q1 		$390K Buy
1,511
+193
+15% +$59.1K 0.4% 50
2019
Q4 		$426K Buy
+1,318
New +$408K 0.41% 42

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capstone Financial Group's IVV Position: Q3 2020 in Review

Capstone Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2020, buying an estimated $5.33K and bringing the position to 1,495 shares worth $502K. The position accounts for 0.39% of the portfolio, ranked #47.

Capstone Financial Group first reported a position in IVV in Q4 2019 and has held it in 4 quarters since. 1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

  • Capstone Financial Group held 1,495 shares of iShares Core S&P 500 ETF worth $502K as of Q3 2020.
  • Capstone Financial Group bought 16 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $5.33K.
  • iShares Core S&P 500 ETF made up 0.39% of Capstone Financial Group's portfolio in Q3 2020, its #47 holding.
  • Capstone Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.