Jackson Thornton Wealth Management’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	$727K	Buy	1,167 +682	+141%	+$425K	0.08%	43
2025 Q1	$256K	Buy	+485	New	+$256K	0.03%	74
2024 Q1	–	Sell	-719	Closed	-$343K	–	53
2023 Q4	$343K	Buy	+719	New	+$343K	0.06%	37