ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Capstone Triton Financial Group, LLC's Holding History (CIK: 0001811805)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,105 Value ($000) $757 Avg Close — Range —
Q3 2025
Shares 1,141 Value ($000) $763 Avg Close — Range —
Q2 2025
Shares 1,140 Value ($000) $708 Avg Close — Range —
Q4 2024
Shares 4,885 Value ($000) $2,876 Avg Close — Range —
Q3 2024
Shares 4,964 Value ($000) $2,864 Avg Close — Range —
Q2 2024
Shares 5,022 Value ($000) $2,748 Avg Close — Range —
Q1 2024
Shares 4,951 Value ($000) $2,603 Avg Close — Range —
Q4 2023
Shares 5,225 Value ($000) $2,496 Avg Close — Range —
Q3 2023
Shares 5,317 Value ($000) $2,283 Avg Close — Range —
Q2 2023
Shares 5,546 Value ($000) $2,472 Avg Close — Range —
Q1 2023
Shares 5,683 Value ($000) $2,336 Avg Close — Range —
Q4 2022
Shares 5,710 Value ($000) $2,194 Avg Close — Range —
Q3 2022
Shares 1,929 Value ($000) $692 Avg Close — Range —
Q2 2022
Shares 1,886 Value ($000) $756 Avg Close — Range —
Q1 2022
Shares 2,240 Value ($000) $939 Avg Close — Range —
Q4 2021
Shares 2,481 Value ($000) $1,187 Avg Close — Range —
Q3 2021
Shares 2,402 Value ($000) $1,098 Avg Close — Range —
Q2 2021
Shares 1,773 Value ($000) $762 Avg Close — Range —
Q1 2021
Shares 2,037 Value ($000) $810 Avg Close — Range —
Q4 2020
Shares 2,013 Value ($000) $756 Avg Close — Range —