Grove Street Fiduciary’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	$516K	Hold	831	–	–	0.25%	37
2025 Q1	$467K	Sell	831 -10	-1%	-$5.62K	0.24%	40
2024 Q4	$495K	Buy	+841	New	+$495K	0.26%	36