Define Financial’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
$263K Buy
424
+1
+0.2% +$621 0.17% 30
2025
Q1
$227K Buy
423
+2
+0.5% +$1.07K 0.17% 31
2024
Q4
$248K Buy
+421
New +$248K 0.19% 27