SummitTX Capital’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	$305M	Sell	491,000 -9,000	-2%	-$5.59M	13.12%	1
2025 Q1	$281M	Buy	+500,000	New	+$281M	12.09%	1