Panoramic Capital Partners’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	$34.6M	Buy	55,151 +8,376	+18%	+$5.26M	24.03%	1
2025 Q1	$23.3M	Buy	46,775 +4,437	+10%	+$2.21M	24.05%	1
2024 Q4	$24.9M	Buy	+42,338	New	+$24.9M	21.9%	1