Financial Planners of Cleveland’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
2022 Q2	–	Sell	-4,243	Closed	-$1.93M	–	21
2022 Q1	$1.93M	Buy	4,243 +786	+23%	+$357K	0.81%	18
2021 Q4	$1.61M	Buy	+3,457	New	+$1.61M	0.66%	16