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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$260K Buy
2024
Q4
$220K Hold
2024
Q3
$207K Hold
2024
Q2
$200K Buy
2021
Q1
Sell
2020
Q4
$76K Buy