Gallagher Fiduciary Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.04M	Sell
2025 Q1	$3.98M	Sell
2024 Q4	$4.29M	Buy
2024 Q3	$3.69M	Buy
2024 Q2	$2.06M	Sell
2024 Q1	$2.22M	Sell
2023 Q4	$2.03M	Buy
2023 Q3	$1.61M	Sell
2023 Q2	$1.84M	Sell
2023 Q1	$1.82M	Buy