Hapanowicz & Associates Financial Services’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	$323K	Hold	521	–	–	0.16%	25
2025 Q1	$293K	Buy	+521	New	+$293K	0.16%	25
2017 Q3	–	Sell	-6,275	Closed	-$1.53M	–	17
2017 Q2	$1.53M	Buy	+6,275	New	+$1.53M	1.28%	9