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FLP Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

FLP Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$356K Sell
633
-64
-9% -$35.9K 1.13% 28
2024
Q4 		$410K Buy
+697
New +$410K 1.05% 27