Capstone Wealth Management Group (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $650K | Buy |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $688K | Buy |
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