IAG

Ipsen Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$618K	Buy	996 +3	+0.3%	+$1.86K	0.47%	53
2025 Q1	$558K	Buy	993 +1	+0.1%	+$562	0.48%	54
2024 Q4	$584K	Buy	+992	New	+$584K	0.5%	49
2022 Q4	$498K	Buy	+1,297	New	+$498K	0.57%	39