Bolthouse Investments’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	$1.86M	Buy	2,999 +6	+0.2%	+$3.73K	1.8%	13
2025 Q1	$1.68M	Hold	2,993	–	–	1.75%	15
2024 Q4	$1.76M	Buy	+2,993	New	+$1.76M	1.63%	15