Heritage Wealth Management (Ohio)’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	$567K	Buy	913 +40	+5%	+$24.8K	0.18%	123
2025 Q1	$491K	Sell	873 -37	-4%	-$20.8K	0.17%	133
2024 Q4	$536K	Hold	910	–	–	0.18%	128
2024 Q3	$525K	Hold	910	–	–	0.17%	133
2024 Q2	$508K	Buy	+910	New	+$508K	0.17%	128