Columbia River 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	$262K	Hold	413	–	–	0.17%	49
2025 Q1	$232K	Sell	413 -36	-8%	-$20.2K	0.16%	49
2024 Q4	$264K	Buy	+449	New	+$264K	0.18%	48