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Capstone Triton Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Capstone Triton Financial Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$783K Buy
3,698
+1,854
+101% +$401K 1.36% 18
2025
Q4 		$391K Buy
1,844
+7
+0.4% +$1.47K 0.26% 72
2025
Q3 		$379K Buy
1,837
+6
+0.3% +$1.21K 0.25% 76
2025
Q2 		$358K Buy
+1,831
New +$341K 0.26% 75
2024
Q4 		$412K Sell
2,155
-9
-0.4% -$1.78K 0.26% 82
2024
Q3 		$427K Buy
2,164
+71
+3% +$13.5K 0.27% 79
2024
Q2 		$381K Buy
2,093
+7
+0.3% +$1.27K 0.27% 76
2024
Q1 		$390K Hold
2,086
– – 0.28% 79
2023
Q4 		$363K Buy
2,086
+14
+0.7% +$2.25K 0.26% 79
2023
Q3 		$319K Hold
2,072
– – 0.23% 82
2023
Q2 		$334K Sell
2,072
-8
-0.4% -$1.23K 0.23% 80
2023
Q1 		$316K Buy
2,080
+408
+24% +$61.7K 0.24% 79
2022
Q4 		$243K Buy
+1,672
New +$239K 0.19% 85
2022
Q2 		– Sell
-1,369
Closed -$206K – 106
2022
Q1 		$206K Sell
1,369
-310
-18% -$47.7K 0.14% 102
2021
Q4 		$263K Buy
1,679
+12
+0.7% +$1.82K 0.53% 68
2021
Q3 		$256K Buy
1,667
+51
+3% +$7.6K 0.15% 104
2021
Q2 		$239K Buy
1,616
+10
+0.6% +$1.47K 0.15% 107
2021
Q1 		$227K Hold
1,606
– – 0.15% 101
2020
Q4 		$206K Buy
+1,606
New +$194K 0.13% 107

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capstone Triton Financial Group's IVE Position: Q1 2026 in Review

Capstone Triton Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 101% in Q1 2026, buying an estimated $401K and bringing the position to 3,698 shares worth $783K. The position accounts for 1.36% of the portfolio, ranked #18.

Capstone Triton Financial Group first reported a position in IVE in Q4 2020 and has held it in 19 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Capstone Triton Financial Group held 3,698 shares of iShares S&P 500 Value ETF worth $783K as of Q1 2026.
  • Capstone Triton Financial Group bought 1,854 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $401K.
  • iShares S&P 500 Value ETF made up 1.36% of Capstone Triton Financial Group's portfolio in Q1 2026, its #18 holding.
  • Capstone Triton Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.