Generation Capital Management’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	$2.98M	Buy	4,795 +2	+0%	+$1.24K	2.36%	13
2025 Q1	$2.69M	Hold	4,793	–	–	2.43%	12
2024 Q4	$2.82M	Buy	+4,793	New	+$2.82M	2.42%	14