Beckerman Institutional’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	$494K	Hold	796	–	–	0.33%	70
2025 Q1	$447K	Hold	796	–	–	0.32%	71
2024 Q4	$469K	Hold	796	–	–	0.38%	64
2024 Q3	$459K	Buy	+796	New	+$459K	0.39%	62