Strategic Equity Management Purchases and Sells in Q2 2025

Strategic Equity Management

$244 Million
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	174K + 5708.18%	$67.83 - $84.09 $11.8M - $14.7M	177K $14.8M
TPIF	124K + 413.8%	$26.0 - $32.29 $3.24M - $4.02M	154K $4.99M
IWV	2.58K + 4.91%	$281.67 - $351.0 $728K - $907K	55.2K $19.4M
VTI	872 + 25.69%	$243.75 - $303.93 $213K - $265K	4.27K $1.3M
IVE	1.32K + 102.72%	$168.34 - $195.42 $223K - $259K	2.61K $510K
WWJD	3.96K + 15.48%	$27.43 - $34.32 $109K - $136K	29.5K $1.01M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRSK	1.46M New	$30.02 - $33.57 $43.9M - $49.1M	1.46M $49.1M
IWP	100K New	$104.34 - $138.68 $10.4M - $13.9M	100K $13.9M
SGOV	79K New	$100.35 - $100.71 $7.93M - $7.96M	79K $7.96M
XLI	46.2K New	$116.42 - $147.52 $5.38M - $6.81M	46.2K $6.81M
XLK	26.9K New	$179.73 - $253.23 $4.83M - $6.8M	26.9K $6.8M
XLU	48.4K New	$73.09 - $82.77 $3.54M - $4M	48.4K $3.95M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	-823K - 52.27%	$19.6 - $24.44 $16.1M - $20.1M	751K $18.4M
IVW	-117K - 95.8%	$82.96 - $110.1 $9.71M - $12.9M	5.13K $564K
ITOT	-69.3K - 73.25%	$108.12 - $135.04 $7.5M - $9.36M	25.3K $3.42M
VO	-29K - 89.93%	$228.54 - $279.83 $6.64M - $8.13M	3.25K $910K
COWZ	-132K - 80.68%	$47.46 - $55.3 $6.27M - $7.31M	31.7K $1.74M
IJH	-112K - 93.85%	$51.16 - $62.02 $5.74M - $6.96M	7.35K $456K

Activity Summary All Purchases 34 New Holdings 18 Increased Positions 16 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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