AdviceOne Advisory Services’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	$580K	Hold	934	–	–	0.43%	11
2025 Q1	$525K	Buy	934 +35	+4%	+$19.7K	0.43%	13
2024 Q4	$529K	Buy	+899	New	+$529K	0.47%	11