Defined Financial Planning’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	$300K	Buy	480 +17	+4%	+$10.6K	0.27%	47
2025 Q1	$261K	Buy	463 +8	+2%	+$4.51K	0.26%	65
2024 Q4	$268K	Buy	+455	New	+$268K	0.29%	57