Hughes 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	$3.16M	Sell	4,977 -580	-10%	-$369K	0.54%	23
2025 Q1	$3.13M	Buy	5,557 +99	+2%	+$55.8K	0.61%	22
2024 Q4	$3.21M	Buy	+5,458	New	+$3.21M	0.66%	21