Cromwell Holdings’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	–	Sell	-8,100	Closed	-$4.55M	–	1016
2025 Q1	$4.55M	Buy	+8,100	New	+$4.55M	2.93%	5