Capstone Wealth Management Group (Oregon)’s iShares Core S&P 500 ETF IVV Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$326K	Buy	435 +46	+12%	+$33.5K	0.2%	93
2026 Q1	$254K	Buy	389 +16	+4%	+$10.9K	0.16%	106
2025 Q4	$256K	Buy	373 +61	+20%	+$41.4K	0.15%	106
2025 Q3	$209K	Buy	+312	New	+$201K	0.13%	119
2025 Q1	–	Sell	-388	Closed	-$228K	–	96
2024 Q4	$228K	Buy	+388	New	+$230K	0.17%	93

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s IVV Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $33.5K and bringing the position to 435 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #93.

Capstone Wealth Management Group (Oregon) first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 435 shares of iShares Core S&P 500 ETF worth $326K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 46 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $33.5K.
iShares Core S&P 500 ETF made up 0.2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #93 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.