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Capstone Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capstone Financial Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$68K Hold
1,188
– – 0.05% 115
2020
Q2 		$63K Hold
1,188
– – 0.05% 110
2020
Q1 		$49K Buy
1,188
+96
+9% +$4.54K 0.05% 112
2019
Q4 		$53K Buy
+1,092
New +$50.6K 0.05% 119

Other funds holding IVW

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Capstone Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2020 at 1,188 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #115.

Capstone Financial Group first reported a position in IVW in Q4 2019 and has held it in 4 quarters since. 1,007 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • Capstone Financial Group held 1,188 shares of iShares S&P 500 Growth ETF worth $68K as of Q3 2020.
  • Capstone Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2020.
  • iShares S&P 500 Growth ETF made up 0.05% of Capstone Financial Group's portfolio in Q3 2020, its #115 holding.
  • Capstone Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

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