Capstone Wealth Management Group (Oregon)
IVV icon

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
Q3 		$334K Buy
437
+2
+0.5% +$1.53K 0.2% 91
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

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Bank of New York Mellon
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First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s IVV Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q3 2026, buying an estimated $1.53K and bringing the position to 437 shares worth $334K. The position accounts for 0.2% of the portfolio, ranked #91.

Capstone Wealth Management Group (Oregon) first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 2,605 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Capstone Wealth Management Group (Oregon) held 437 shares of iShares Core S&P 500 ETF worth $334K as of Q3 2026.
  • Capstone Wealth Management Group (Oregon) bought 2 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.53K.
  • iShares Core S&P 500 ETF made up 0.2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #91 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 6 quarters since.
  • 2,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.