Heritage Oak Wealth Advisors’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	$338K	Buy	+544	New	+$338K	0.13%	56
2025 Q1	–	Sell	-2,040	Closed	-$1.2M	–	78
2024 Q4	$1.2M	Buy	+2,040	New	+$1.2M	0.56%	29