Curran Financial Partners’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	–	Sell	-429	Closed	-$241K	–	122
2025 Q1	$241K	Buy	+429	New	+$241K	0.06%	88