WPG Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.62M	Buy	9,057 +1,542	+21%	+$957K	4.74%	3
2025 Q1	$4.22M	Buy	7,515 +3,276	+77%	+$1.84M	3.94%	5
2024 Q4	$2.5M	Buy	+4,239	New	+$2.5M	2.32%	6