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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index 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 500 Growth Index by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.9M 35k 137.53

More positions owned by Capstone Wealth Management Group

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Mega Grwth Ind (MGK)
Broadcom (AVGO)
Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Kla Corp Com New (KLAC)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Capstone Wealth Management Group

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Goldman Sachs Group
Raymond James Financial
Lido Advisors

View all funds holding iShares S&P 500 Growth Index