Foundation Wealth Management (Pennsylvania)’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	$12.8M	Sell	20,657 -30	-0.1%	-$18.6K	5.55%	3
2025 Q1	$11.6M	Sell	20,687 -794	-4%	-$446K	5.53%	4
2024 Q4	$12.6M	Buy	+21,481	New	+$12.6M	6.13%	3