Claris Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-93	Closed	-$53.4K	–	600
2024 Q3	$53.4K	Buy	+93	New	+$53.4K	0.02%	122
2024 Q2	–	Sell	-397	Closed	-$209K	–	57
2024 Q1	$209K	Buy	+397	New	+$209K	0.11%	55