Capstone Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Capstone Wealth Management's IVV Position: Q2 2026 in Review
Capstone Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, buying an estimated $340K and bringing the position to 8,345 shares worth $6.27M. The position accounts for 4.7% of the portfolio, ranked #5.
Capstone Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Capstone Wealth Management held 8,345 shares of iShares Core S&P 500 ETF worth $6.27M as of Q2 2026.
- Capstone Wealth Management bought 467 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $340K.
- iShares Core S&P 500 ETF made up 4.7% of Capstone Wealth Management's portfolio in Q2 2026, its #5 holding.
- Capstone Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.