Blackston Financial Advisory Group’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
$211K Buy
+340
New +$211K 0.1% 148
2023
Q1
Sell
-1,242
Closed -$477K 93
2022
Q4
$477K Buy
1,242
+78
+7% +$30K 0.35% 48
2022
Q3
$451K Buy
+1,164
New +$451K 0.32% 49