Bearing Point Capital’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	$4.81M	Buy	7,741 +2,922	+61%	+$1.81M	0.88%	46
2025 Q1	$2.71M	Buy	4,819 +186	+4%	+$105K	0.58%	58
2024 Q4	$2.73M	Buy	+4,633	New	+$2.73M	0.57%	56