BlueStem Wealth Partners’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	$148M	Buy	239,132 +14,360	+6%	+$8.92M	18.24%	1
2025 Q1	$126M	Sell	224,772 -21,211	-9%	-$11.9M	17.22%	1
2024 Q4	$145M	Buy	+245,983	New	+$145M	19.01%	1