CVFG LLC’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	$3.15M	Buy	5,073 +172	+4%	+$107K	2.5%	14
2025 Q1	$2.75M	Sell	4,901 -492	-9%	-$276K	2.5%	12
2024 Q4	$3.17M	Buy	+5,393	New	+$3.17M	2.9%	10