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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 30k 115.01
2025-06-30 $3.5M 32k 109.50

More positions owned by Capstone Wealth Management Group

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Capstone Wealth Management Group

Top funds holding iShares S&P NA Tec.-SW. Idx. Fund

Morgan Stanley
Elliott Investment Management
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Menora Mivtachim Holdings
Clal Insurance Enterprises Holdings
Susquehanna International
LPL Financial
UBS Group
Wells Fargo & Company
Wellspring Financial Advisors
Jane Street
Phoenix Holdings

View all funds holding iShares S&P NA Tec.-SW. Idx. Fund