Goldstone Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2M	Sell	21,676 -10,387	-32%	-$7.09M	1.54%	16
2025 Q4	$22M	Sell	32,063 -538	-2%	-$365K	2.45%	7
2025 Q3	$21.8M	Buy	32,601 +1,740	+6%	+$1.12M	2.58%	7
2025 Q2	$19.4M	Buy	30,861 +291	+1%	+$167K	2.56%	7
2025 Q1	$17.2M	Buy	30,570 +480	+2%	+$283K	2.6%	6
2024 Q4	$17.7M	Buy	30,090 +6,435	+27%	+$3.81M	2.78%	6
2024 Q3	$13.6M	Buy	23,655 +2,757	+13%	+$1.53M	2.37%	7
2024 Q2	$11.4M	Buy	20,898 +3,394	+19%	+$1.78M	2.29%	10
2024 Q1	$9.2M	Buy	17,504 +3,079	+21%	+$1.54M	2.11%	12
2023 Q4	$6.89M	Buy	14,425 +2,254	+19%	+$1.01M	1.78%	17
2023 Q3	$5.23M	Buy	12,171 +1,097	+10%	+$491K	1.55%	18
2023 Q2	$4.94M	Buy	11,074 +2,693	+32%	+$1.13M	1.45%	19
2023 Q1	$3.45M	Buy	+8,381	New	+$3.36M	1.14%	22