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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-388
Closed -$228K – 96
2024
Q4 		$228K Buy
+388
New +$228K 0.17% 93