Compass Planning Associates’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	$475K	Buy	765 +1	+0.1%	+$621	0.44%	24
2025 Q1	$429K	Buy	764 +83	+12%	+$46.6K	0.43%	23
2024 Q4	$401K	Buy	+681	New	+$401K	0.41%	25