AssuredPartners Investment 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	$593K	Sell	955 -729	-43%	-$453K	0.15%	111
2025 Q1	$946K	Buy	1,684 +285	+20%	+$160K	0.18%	131
2024 Q4	$824K	Buy	+1,399	New	+$824K	0.16%	140