Presidio 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	$5.97M	Sell	9,623 -238	-2%	-$148K	2.3%	11
2025 Q1	$5.54M	Buy	9,861 +648	+7%	+$364K	2.26%	11
2024 Q4	$5.42M	Buy	9,213 +733	+9%	+$432K	2.9%	9
2024 Q3	$4.89M	Sell	8,480 -774	-8%	-$446K	3.13%	9
2024 Q2	$5.06M	Buy	+9,254	New	+$5.06M	3.54%	9