Carroll Investors’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	–	Sell	-547	Closed	-$307K	–	33
2025 Q1	$307K	Sell	547 -67	-11%	-$37.6K	0.2%	24
2024 Q4	$361K	Sell	614 -25	-4%	-$14.7K	0.2%	23
2024 Q3	$369K	Buy	+639	New	+$369K	0.24%	23