5T 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	$6.43M	Sell	10,349 -4,078	-28%	-$2.53M	3.05%	5
2025 Q1	$8.11M	Sell	14,427 -2,621	-15%	-$1.47M	4.34%	4
2024 Q4	$10M	Buy	+17,048	New	+$10M	5.49%	4