Somnio 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	$36.8M	Buy	+59,321	New	+$36.8M	26.36%	1
2024 Q4	$33.4M	Buy	56,779 +1,355	+2%	+$798K	26.73%	1
2024 Q3	$32M	Sell	55,424 -282	-0.5%	-$163K	26.09%	1
2024 Q2	$30.5M	Buy	+55,706	New	+$30.5M	26.9%	1