Capstone Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$596M Buy
2025
Q1
$537M Sell
2024
Q4
$1.14B Buy
2024
Q3
$263M Hold
2024
Q2
$249M Buy
2024
Q1
$200M Buy