Edge Financial Advisors’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	$5.03M	Sell	8,111 -1,030	-11%	-$639K	2.65%	11
2025 Q1	$5.14M	Buy	+9,141	New	+$5.14M	3.24%	10