CWMGP
IVV icon

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
Q2 		$1.11M Buy
1,484
+2
+0.1% +$1.46K 0.39% 43
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) increased its iShares Core S&P 500 ETF (IVV) stake by 0.13% in Q2 2026, buying an estimated $1.46K and bringing the position to 1,484 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #43.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2023. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,484 shares of iShares Core S&P 500 ETF worth $1.11M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Core S&P 500 ETF made up 0.39% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #43 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 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares Core S&P 500 ETF position peaked at $1.65M in Q4 2023.
  • 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 (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.