Howard Bailey 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	$1.31M	Sell	2,105 -43	-2%	-$26.7K	0.5%	42
2025 Q1	$1.21M	Sell	2,148 -150	-7%	-$84.3K	0.49%	46
2024 Q4	$1.35M	Sell	2,298 -704	-23%	-$414K	0.5%	45
2024 Q3	$1.73M	Buy	+3,002	New	+$1.73M	0.66%	40