Coordinated 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	$18.2M	Buy	29,374 +38	+0.1%	+$23.6K	12.63%	1
2025 Q1	$16.5M	Sell	29,336 -363	-1%	-$204K	12.63%	1
2024 Q4	$17.5M	Buy	+29,699	New	+$17.5M	13.64%	1
2024 Q2	$17.1M	Buy	31,208 +36	+0.1%	+$19.7K	14.62%	1
2024 Q1	$16.4M	Buy	+31,172	New	+$16.4M	14.31%	1