GR Financial Group’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	$287M	Sell	462,829 -48,679	-10%	-$30.2M	70.26%	1
2025 Q1	$287M	Buy	511,508 +9,641	+2%	+$5.42M	44.31%	1
2024 Q4	$295M	Buy	501,867 +8,063	+2%	+$4.75M	49.97%	1
2024 Q3	$285M	Buy	+493,804	New	+$285M	49.87%	1