DKM Wealth Management’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	$6.37M	Buy	10,259 +623	+6%	+$387K	5.49%	7
2025 Q1	$5.41M	Buy	9,636 +485	+5%	+$273K	5.25%	6
2024 Q4	$5.39M	Buy	+9,151	New	+$5.39M	5.11%	6