ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0001923052)

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

Q4 2025
Shares 1,480 Value ($000) $1,014 Avg Close — Range —
Q3 2025
Shares 1,478 Value ($000) $989 Avg Close — Range —
Q2 2025
Shares 1,476 Value ($000) $917 Avg Close — Range —
Q1 2025
Shares 2,224 Value ($000) $1,250 Avg Close — Range —
Q4 2024
Shares 2,242 Value ($000) $1,320 Avg Close — Range —
Q3 2024
Shares 2,240 Value ($000) $1,292 Avg Close — Range —
Q2 2024
Shares 2,237 Value ($000) $1,224 Avg Close — Range —
Q1 2024
Shares 2,235 Value ($000) $1,175 Avg Close — Range —
Q4 2023
Shares 3,463 Value ($000) $1,654 Avg Close — Range —
Q3 2023
Shares 3,458 Value ($000) $1,485 Avg Close — Range —
Q2 2023
Shares 1,458 Value ($000) $650 Avg Close — Range —
Q1 2023
Shares 1,456 Value ($000) $598 Avg Close — Range —
Q4 2022
Shares 1,453 Value ($000) $558 Avg Close — Range —
Q3 2022
Shares 1,450 Value ($000) $520 Avg Close — Range —
Q2 2022
Shares 1,447 Value ($000) $549 Avg Close — Range —
Q1 2022
Shares 1,445 Value ($000) $656 Avg Close — Range —
Q4 2021
Shares 1,443 Value ($000) $688 Avg Close — Range —