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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$784K	Sell	1,145 -1	-0.1%	-$679	0.5%	44
2025 Q3	$767K	Sell	1,146 -52	-4%	-$33.5K	0.49%	44
2025 Q2	$744K	Sell	1,198 -172	-13%	-$98.8K	0.52%	41
2025 Q1	$770K	Buy	1,370 +1	+0.1%	+$591	0.58%	36
2024 Q4	$806K	Sell	1,369 -48	-3%	-$28.4K	0.61%	38
2024 Q3	$817K	Buy	1,417 +2	+0.1%	+$1.11K	0.63%	34
2024 Q2	$774K	Sell	1,415 -5	-0.4%	-$2.63K	0.68%	34
2024 Q1	$747K	Sell	1,420 -218	-13%	-$109K	0.76%	31
2023 Q4	$782K	Buy	1,638 +2	+0.1%	+$895	0.91%	38
2023 Q3	$702K	Sell	1,636 -49	-3%	-$21.9K	0.87%	41
2023 Q2	$751K	Sell	1,685 -83	-5%	-$35K	0.76%	38
2023 Q1	$727K	Buy	1,768 +3	+0.2%	+$1.2K	0.74%	40
2022 Q4	$678K	Buy	1,765 +1	+0.1%	+$386	0.52%	48
2022 Q3	$633K	Sell	1,764 -10	-0.6%	-$3.99K	0.5%	37
2022 Q2	$673K	Sell	1,774 -94	-5%	-$38.7K	0.5%	37
2022 Q1	$848K	Buy	1,868 +161	+9%	+$72K	0.56%	31
2021 Q4	$814K	Sell	1,707 -17	-1%	-$7.83K	0.5%	47
2021 Q3	$743K	Buy	1,724 +3	+0.2%	+$1.33K	0.47%	48
2021 Q2	$740K	Sell	1,721 -1,438	-46%	-$602K	0.46%	48
2021 Q1	$1.26M	Buy	3,159 +430	+16%	+$166K	0.82%	28
2020 Q4	$1.02M	Buy	+2,729	New	+$971K	0.69%	34