Freed Investment Group’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
2021 Q3	$38.8M	Buy	90,048 +2,065	+2%	+$890K	29.57%	2
2021 Q2	$37.8M	Sell	87,983 -227	-0.3%	-$97.6K	29.35%	2
2021 Q1	$35.1M	Buy	88,210 +3,157	+4%	+$1.26M	30.62%	2
2020 Q4	$31.9M	Buy	+85,053	New	+$31.9M	29.31%	2