Flagship Wealth Advisors’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
$955K Buy
1,538
+13
+0.9% +$8.07K 0.36% 48
2025
Q1
$857K Sell
1,525
-145
-9% -$81.5K 0.36% 47
2024
Q4
$983K Buy
+1,670
New +$983K 0.58% 33