WCM
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Wallace Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Wallace Capital Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$229K Hold
368
– – 0.03% 64
2025
Q1 		$207K Buy
+368
New +$207K 0.03% 77