Fiduciary Financial Group’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	$857K	Sell	1,380 -10	-0.7%	-$6.21K	0.15%	92
2025 Q1	$733K	Buy	1,390 +108	+8%	+$56.9K	0.16%	94
2024 Q4	$748K	Sell	1,282 -31	-2%	-$18.1K	0.16%	85
2024 Q3	$756K	Buy	1,313 +139	+12%	+$80.1K	0.17%	77
2024 Q2	$667K	Buy	+1,174	New	+$667K	0.16%	83