Capstone Financial Advisors, Inc.'s ownership history for IVV


Capstone Financial Advisors, Inc. currently holds 1.3K shares with a market value of $880.5K. It started holding IVV on 2024-09-30. At its peak, it held 1.4K shares on 2025-06-30. Its highest holding value was $888.0K on 2025-06-30. At its lowest, it held 1.3K shares on 2024-12-31, with a value of $716.9K on 2025-03-31. In the recent 180 days, Capstone Financial Advisors, Inc. has increased its shares by 39. In the recent year, Capstone Financial Advisors, Inc. has increased its shares by 1.


Capstone Financial Advisors, Inc.'s ownership history for IVV