Envision 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	$201K	Buy	+324	New	+$201K	0.09%	48
2025 Q1	–	Sell	-342	Closed	-$201K	–	45
2024 Q4	$201K	Buy	+342	New	+$201K	0.1%	45