Family Office Research’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	$1.47M	Buy	2,371 +1	+0%	+$621	0.7%	21
2025 Q1	$1.33M	Sell	2,370 -300	-11%	-$169K	0.65%	21
2024 Q4	$1.57M	Buy	+2,670	New	+$1.57M	0.69%	23