Chokshi & Queen Wealth Advisors’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	$40.4M	Buy	65,080 +2,725	+4%	+$1.69M	23.15%	1
2025 Q1	$35M	Buy	62,355 +91	+0.1%	+$51.1K	21.37%	1
2024 Q4	$36.7M	Buy	+62,264	New	+$36.7M	22.75%	1