Gallagher Capital Advisors’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	$6.46M	Buy	10,110 +515	+5%	+$329K	5.22%	4
2025 Q1	$5.39M	Buy	9,595 +195	+2%	+$110K	4.11%	4
2024 Q4	$5.53M	Buy	+9,400	New	+$5.53M	4.03%	4