American Financial & Tax Strategies’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
2024 Q1	–	Sell	-5,559	Closed	-$440K	–	94
2023 Q4	$440K	Buy	+5,559	New	+$440K	0.25%	69