Jacksonville 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	$564K	Hold	908	–	–	0.45%	39
2025 Q1	$510K	Hold	908	–	–	0.5%	39
2024 Q4	$535K	Buy	+908	New	+$535K	0.5%	39