Advisors Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Buy	418 +12	+3%	+$7.46K	0.05%	134
2025 Q1	$228K	Buy	406 +36	+10%	+$20.2K	0.05%	139
2024 Q4	$218K	Buy	+370	New	+$218K	0.05%	143
2024 Q2	–	Sell	-984	Closed	-$517K	–	160
2024 Q1	$517K	Buy	+984	New	+$517K	0.13%	100