Forefront Wealth Partners’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	$16.3M	Buy	27,578 +5,585	+25%	+$3.31M	11.2%	1
2025 Q1	$12.4M	Sell	21,993 -2,949	-12%	-$1.66M	8.41%	1
2024 Q4	$14.7M	Buy	+24,942	New	+$14.7M	10.94%	1