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

Capstone Triton 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
2026 Q2	–	Sell	-2,200	Closed	-$260K	–	109
2026 Q1	$260K	Buy	+2,200	New	+$265K	0.45%	48
2024 Q4	$220K	Hold	2,165	–	–	0.14%	100
2024 Q3	$207K	Hold	2,165	–	–	0.13%	102
2024 Q2	$200K	Buy	+2,165	New	+$187K	0.14%	95
2021 Q1	–	Sell	-1,188	Closed	-$76K	–	216
2020 Q4	$76K	Buy	+1,188	New	+$72K	0.05%	166

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Capstone Triton Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 2,200 shares — an estimated $260K sold.

Capstone Triton Financial Group first reported a position in IVW in Q4 2020 and held it in 5 quarters. The position peaked at $260K in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Capstone Triton Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 2,200 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $260K.
Capstone Triton Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 5 quarters.
Capstone Triton Financial Group's iShares S&P 500 Growth ETF position peaked at $260K in Q1 2026.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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