EMCIP
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Ewing Morris & Co Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Ewing Morris & Co Investment Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.07M Buy
9,773
+3,036
+45% +$1.89M 2.72% 9
2025
Q1 		$5.45M Buy
6,737
+1,570
+30% +$1.27M 1.72% 20
2024
Q4 		$3.04M Buy
+5,167
New +$3.04M 1.05% 29