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

Capstone Triton 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
2026
Q2 		$828K Sell
1,106
-1,104
-50% -$804K 0.48% 60
2026
Q1 		$1.48M Buy
2,210
+1,105
+100% +$755K 2.58% 11
2025
Q4 		$757K Sell
1,105
-36
-3% -$24.4K 0.5% 62
2025
Q3 		$763K Buy
1,141
+1
+0.1% +$644 0.51% 64
2025
Q2 		$708K Buy
+1,140
New +$655K 0.51% 66
2024
Q4 		$2.88M Sell
4,885
-79
-2% -$46.8K 1.8% 13
2024
Q3 		$2.86M Sell
4,964
-58
-1% -$32.2K 1.83% 15
2024
Q2 		$2.75M Buy
5,022
+71
+1% +$37.3K 1.93% 14
2024
Q1 		$2.6M Sell
4,951
-274
-5% -$137K 1.85% 16
2023
Q4 		$2.5M Sell
5,225
-92
-2% -$41.2K 1.82% 16
2023
Q3 		$2.28M Sell
5,317
-229
-4% -$102K 1.67% 21
2023
Q2 		$2.47M Sell
5,546
-137
-2% -$57.7K 1.7% 17
2023
Q1 		$2.34M Sell
5,683
-27
-0.5% -$10.8K 1.76% 19
2022
Q4 		$2.19M Buy
5,710
+3,781
+196% +$1.46M 1.76% 19
2022
Q3 		$692K Buy
1,929
+43
+2% +$17.2K 0.59% 57
2022
Q2 		$756K Sell
1,886
-354
-16% -$146K 0.57% 56
2022
Q1 		$939K Sell
2,240
-241
-10% -$108K 0.66% 47
2021
Q4 		$1.19M Buy
2,481
+79
+3% +$36.4K 2.39% 6
2021
Q3 		$1.1M Buy
2,402
+629
+35% +$279K 0.66% 38
2021
Q2 		$762K Sell
1,773
-264
-13% -$111K 0.47% 51
2021
Q1 		$810K Buy
2,037
+24
+1% +$9.29K 0.54% 47
2020
Q4 		$756K Buy
+2,013
New +$717K 0.46% 48

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Capstone Triton Financial Group's IVV Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 50% in Q2 2026, selling an estimated $804K and leaving 1,106 shares worth $828K. The position accounts for 0.48% of the portfolio, ranked #60.

Capstone Triton Financial Group first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.88M in Q4 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Capstone Triton Financial Group held 1,106 shares of iShares Core S&P 500 ETF worth $828K as of Q2 2026.
  • Capstone Triton Financial Group sold 1,104 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $804K.
  • iShares Core S&P 500 ETF made up 0.48% of Capstone Triton Financial Group's portfolio in Q2 2026, its #60 holding.
  • Capstone Triton Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Capstone Triton Financial Group's iShares Core S&P 500 ETF position peaked at $2.88M in Q4 2024.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.