Elser 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	$427K	Sell	688 -3	-0.4%	-$1.86K	0.53%	36
2025 Q1	$388K	Buy	691 +318	+85%	+$179K	0.54%	37
2024 Q4	$220K	Hold	373	–	–	0.01%	104
2024 Q3	$215K	Buy	373 +6	+2%	+$3.46K	0.31%	61
2024 Q2	$201K	Buy	+367	New	+$201K	0.03%	96