ADG Wealth Management Group’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	$6.47M	Sell	10,416 -576	-5%	-$358K	5.51%	8
2025 Q1	$6.18M	Buy	10,992 +275	+3%	+$155K	5.82%	9
2024 Q4	$6.31M	Buy	+10,717	New	+$6.31M	5.6%	10