626 Financial’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
$240K Buy
387
+1
+0.3% +$621 0.11% 94
2025
Q1
$217K Hold
386
0.11% 95
2024
Q4
$227K Buy
+386
New +$227K 0.12% 98