Avant 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	$759K	Hold	1,222	–	–	0.63%	33
2025 Q1	$687K	Buy	1,222 +11	+0.9%	+$6.18K	0.62%	33
2024 Q4	$713K	Buy	+1,211	New	+$713K	0.65%	32