Joel Adams & 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	$560K	Sell	902 -79	-8%	-$49K	0.5%	32
2025 Q1	$551K	Sell	981 -548	-36%	-$308K	0.5%	28
2024 Q4	$900K	Buy	+1,529	New	+$900K	0.82%	19