BankPlus Wealth Management’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	$45.4M	Sell	73,049 -2,240	-3%	-$1.39M	30.09%	1
2025 Q1	$42.3M	Buy	75,289 +17,244	+30%	+$9.69M	31.07%	1
2024 Q4	$34.2M	Buy	+58,045	New	+$34.2M	25.47%	1