Defined Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Defined Financial Planning’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$300K	Buy
2025 Q1	$261K	Buy
2024 Q4	$268K	Buy