1620 Investment Advisors’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	$22.4K	Sell	36 -7	-16%	-$4.35K	0.02%	382
2025 Q1	$24.2K	Hold	43	–	–	0.02%	366
2024 Q4	$25.3K	Hold	43	–	–	0.02%	366
2024 Q3	$24.8K	Sell	43 -23	-35%	-$13.3K	0.02%	378
2024 Q2	$36.1K	Buy	+66	New	+$36.1K	0.03%	331