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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$502K Buy
1,495
+16
+1% +$5.37K 0.39% 47
2020
Q2 		$466K Sell
1,479
-32
-2% -$10.1K 0.38% 47
2020
Q1 		$390K Buy
1,511
+193
+15% +$49.8K 0.4% 50
2019
Q4 		$426K Buy
+1,318
New +$426K 0.41% 42