Brogan Financial’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
$376K Buy
606
+2
+0.3% +$1.24K 0.17% 41
2025
Q1
$339K Buy
604
+2
+0.3% +$1.12K 0.16% 43
2024
Q4
$354K Buy
602
+2
+0.3% +$1.18K 0.17% 35
2024
Q3
$346K Buy
+600
New +$346K 0.2% 37