Autumn Glory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Hold
2025
Q2
$956K Hold
2025
Q1
$865K Hold
2024
Q4
$907K Hold
2024
Q3
$888K Hold
2024
Q2
$843K Buy