GEN Financial Management’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	$1.22M	Sell	1,967 -453	-19%	-$281K	1%	16
2025 Q1	$1.36M	Sell	2,420 -75	-3%	-$42.1K	0.92%	12
2024 Q4	$1.47M	Buy	+2,495	New	+$1.47M	0.95%	10