Brewster Financial Planning’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 Q1	–	Sell	-350	Closed	-$206K	–	28
2024 Q4	$206K	Hold	350	–	–	0.16%	25
2024 Q3	$202K	Buy	+350	New	+$202K	0.16%	20