Comprehensive Financial Planning’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	$3.63M	Buy	5,852 +356	+6%	+$221K	2.86%	8
2025 Q1	$3.09M	Sell	5,496 -2,469	-31%	-$1.39M	3%	7
2024 Q4	$4.69M	Buy	+7,965	New	+$4.69M	3.96%	6