Elyxium Wealth’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	$13.7M	Sell	22,061 -3,471	-14%	-$2.16M	5.14%	2
2025 Q1	$14.3M	Sell	25,532 -2,004	-7%	-$1.13M	6.36%	2
2024 Q4	$16.2M	Buy	27,536 +5,211	+23%	+$3.07M	9.87%	2
2024 Q3	$12.9M	Buy	+22,325	New	+$12.9M	7.09%	2