Allium Financial 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	$9.17M	Sell	14,771 -17	-0.1%	-$10.6K	6.73%	4
2025 Q1	$8.31M	Buy	+14,788	New	+$8.31M	7.58%	3