Transatlantique Private Wealth’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	–	Sell	-411	Closed	-$231K	–	221
2025 Q1	$231K	Buy	+411	New	+$231K	0.09%	199