Burling 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	$2.05M	Buy	3,300 +953	+41%	+$592K	0.38%	67
2025 Q1	$1.32M	Buy	2,347 +487	+26%	+$274K	0.28%	84
2024 Q4	$1.09M	Buy	+1,860	New	+$1.09M	0.22%	95