BXM Wealth’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	$270K	Buy	435 +40	+10%	+$24.8K	0.32%	85
2025 Q1	$222K	Sell	395 -45	-10%	-$25.3K	0.27%	95
2024 Q4	$259K	Buy	+440	New	+$259K	0.36%	74