Fourth Dimension 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	$384K	Hold	618	–	–	0.16%	84
2025 Q1	$347K	Buy	618 +98	+19%	+$55.1K	0.17%	84
2024 Q4	$306K	Buy	+520	New	+$306K	0.16%	79