Antonelli 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	$5.17M	Sell	8,334 -1	-0%	-$621	3.74%	7
2025 Q1	$4.68M	Sell	8,335 -7	-0.1%	-$3.93K	3.77%	8
2024 Q4	$4.91M	Buy	+8,342	New	+$4.91M	4.15%	7