Flywheel Private Wealth’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	$3.73M	Sell	6,011 -326	-5%	-$202K	3%	9
2025 Q1	$3.56M	Sell	6,337 -112	-2%	-$62.9K	3.25%	8
2024 Q4	$3.8M	Buy	+6,449	New	+$3.8M	3.49%	8