Farnam Financial’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	$228K	Sell	367 -70	-16%	-$43.4K	0.2%	46
2025 Q1	$246K	Sell	437 -81	-16%	-$45.6K	0.25%	42
2024 Q4	$305K	Sell	518 -63	-11%	-$37.1K	0.32%	39
2024 Q3	$335K	Buy	+581	New	+$335K	0.37%	36