Allodium Investment Consultants’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	$7.04M	Buy	11,343 +328	+3%	+$204K	4.46%	8
2025 Q1	$6.19M	Buy	11,015 +306	+3%	+$172K	4.57%	8
2024 Q4	$6.3M	Buy	+10,709	New	+$6.3M	5.26%	6