FGP
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Freestone Grove Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Freestone Grove Partners’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-178,000
Closed -$100M – 761
2025
Q1 		$100M Sell
178,000
-995,000
-85% -$559M 1.03% 9
2024
Q4 		$691M Buy
+1,173,000
New +$691M 8.46% 1