GWN Securities’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	$11.8M	Sell	18,841 -59,537	-76%	-$37.2M	2.18%	4
2025 Q1	$44.1M	Buy	78,378 +68,079	+661%	+$38.3M	2.49%	2
2024 Q4	$6.19M	Buy	+10,299	New	+$6.19M	1.65%	9