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iShares S&P 500 Index shares owned by Capstone Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capstone Wealth Management from 13F filings

Historical chart of Capstone Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Capstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Capstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 7.7k 685.45

More positions owned by Capstone Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us High Profitab (DUHP)
Nextera Energy (NEE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Lowe's Companies (LOW)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Capstone Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index