Financial & Tax Architects’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	$428K	Sell	689 -652	-49%	-$405K	0.1%	77
2025 Q1	$753K	Buy	1,341 +326	+32%	+$183K	0.19%	72
2024 Q4	$598K	Sell	1,015 -861	-46%	-$507K	0.15%	76
2024 Q3	$1.08M	Buy	+1,876	New	+$1.08M	0.28%	56