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

Capstone Wealth Management Group (Pennsylvania)’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
Q1 		$968K Buy
1,482
+2
+0.1% +$1.37K 0.41% 49
2025
Q4 		$1.01M Buy
1,480
+2
+0.1% +$1.36K 0.43% 41
2025
Q3 		$989K Buy
1,478
+2
+0.1% +$1.29K 0.42% 36
2025
Q2 		$917K Sell
1,476
-748
-34% -$429K 0.88% 25
2025
Q1 		$1.25M Sell
2,224
-18
-0.8% -$10.6K 0.71% 32
2024
Q4 		$1.32M Buy
2,242
+2
+0.1% +$1.18K 0.71% 35
2024
Q3 		$1.29M Buy
2,240
+3
+0.1% +$1.67K 0.77% 31
2024
Q2 		$1.22M Buy
2,237
+2
+0.1% +$1.05K 0.8% 30
2024
Q1 		$1.18M Sell
2,235
-1,228
-35% -$614K 0.84% 30
2023
Q4 		$1.65M Buy
3,463
+5
+0.1% +$2.24K 1.56% 16
2023
Q3 		$1.48M Buy
3,458
+2,000
+137% +$895K 1.54% 19
2023
Q2 		$650K Buy
1,458
+2
+0.1% +$843 0.67% 34
2023
Q1 		$598K Buy
1,456
+3
+0.2% +$1.2K 0.66% 28
2022
Q4 		$558K Buy
1,453
+3
+0.2% +$1.16K 0.6% 33
2022
Q3 		$520K Buy
1,450
+3
+0.2% +$1.2K 0.67% 34
2022
Q2 		$549K Buy
1,447
+2
+0.1% +$823 0.66% 34
2022
Q1 		$656K Buy
1,445
+2
+0.1% +$894 0.66% 34
2021
Q4 		$688K Buy
+1,443
New +$665K 0.56% 37

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s IVV Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q1 2026, buying an estimated $1.37K and bringing the position to 1,482 shares worth $968K. The position accounts for 0.41% of the portfolio, ranked #49.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,482 shares of iShares Core S&P 500 ETF worth $968K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 2 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.37K.
  • iShares Core S&P 500 ETF made up 0.41% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #49 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares Core S&P 500 ETF position peaked at $1.65M in Q4 2023.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.