Financial Life Planners’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	$24.5M	Buy	39,440 +2,965	+8%	+$1.84M	19.92%	2
2025 Q1	$20.5M	Sell	36,475 -159	-0.4%	-$89.3K	19.95%	2
2024 Q4	$21.6M	Buy	+36,634	New	+$21.6M	18.08%	2