Compass Financial Services’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	$103K	Buy	165 +83	+101%	+$51.6K	0.05%	66
2025 Q1	$46.1K	Hold	82	–	–	0.02%	85
2024 Q4	$48.3K	Buy	+82	New	+$48.3K	0.03%	68