Innovative Wealth Building’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	$6.84M	Sell	11,015 -267	-2%	-$166K	5.67%	2
2025 Q1	$6.34M	Sell	11,282 -271	-2%	-$152K	5.84%	3
2024 Q4	$6.8M	Buy	+11,553	New	+$6.8M	6.15%	3