Kapstone Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Kapstone Financial Advisors's IVV Position: Q2 2026 in Review
Kapstone Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, buying an estimated $1.33M and bringing the position to 61,329 shares worth $45.9M. The position accounts for 19.23% of the portfolio, ranked #1.
Kapstone Financial Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Kapstone Financial Advisors held 61,329 shares of iShares Core S&P 500 ETF worth $45.9M as of Q2 2026.
- Kapstone Financial Advisors bought 1,825 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.33M.
- iShares Core S&P 500 ETF made up 19.23% of Kapstone Financial Advisors's portfolio in Q2 2026, its #1 holding.
- Kapstone Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.