Chapman Financial Group’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
$186K Buy
+300
New +$186K 0.16% 106
2024
Q4
$177K Buy
+300
New +$177K 0.14% 107