Future You 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	$57.6M	Sell	92,851 -243	-0.3%	-$151K	31.3%	1
2025 Q1	$52.3M	Buy	93,094 +10,039	+12%	+$5.64M	33.51%	1
2024 Q4	$48.9M	Buy	+83,055	New	+$48.9M	34.63%	1