Capstone Triton Financial Group’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
Q3 | $763K | Buy |
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|
2025
Q2 | $708K | Buy |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $2.6M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $756K | Sell |
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|
2022
Q1 | $939K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $762K | Sell |
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|
2021
Q1 | $810K | Buy |
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|
2020
Q4 | $756K | Buy |
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