Perissos Private Wealth 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	$11.7M	Buy	18,915 +18,045	+2,074%	+$11.2M	9.28%	1
2025 Q1	$489K	Buy	+870	New	+$489K	0.45%	46