Jim Saulnier & Associates’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	$1.2M	Buy	1,935 +28	+1%	+$17.4K	0.82%	32
2025 Q1	$1.07M	Buy	1,907 +152	+9%	+$85.4K	0.83%	35
2024 Q4	$1.03M	Buy	1,755 +1	+0.1%	+$589	0.89%	30
2024 Q3	$1.01M	Buy	+1,754	New	+$1.01M	0.99%	26