Autumn Glory Partners’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
$956K Hold
1,540
0.45% 62
2025
Q1
$865K Hold
1,540
0.43% 67
2024
Q4
$907K Hold
1,540
0.45% 66
2024
Q3
$888K Hold
1,540
0.34% 79
2024
Q2
$843K Buy
+1,540
New +$843K 0.43% 71