Cardinal Point Capital Management’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	$664K	Sell	1,070 -76	-7%	-$47.2K	0.05%	122
2025 Q1	$644K	Buy	1,146 +149	+15%	+$83.7K	0.06%	100
2024 Q4	$587K	Buy	997 +85	+9%	+$50K	0.09%	49
2024 Q3	$526K	Buy	+912	New	+$526K	0.09%	51