AJ 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	$229K	Buy	368 +1	+0.3%	+$621	0.1%	35
2025 Q1	$206K	Buy	367 +1	+0.3%	+$562	0.11%	34
2024 Q4	$215K	Buy	366 +1	+0.3%	+$589	0.11%	31
2024 Q3	$210K	Buy	+365	New	+$210K	0.11%	34