Bridgewealth 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	$204K	Buy	+328	New	+$204K	0.05%	112
2025 Q1	–	Sell	-328	Closed	-$201K	–	74
2024 Q4	$201K	Buy	+328	New	+$201K	0.06%	108