Kesler Norman & Wride’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
2024 Q4	–	Sell	-705	Closed	-$407K	–	233
2024 Q3	$407K	Hold	705	–	–	0.08%	188
2024 Q2	$386K	Hold	705	–	–	0.08%	150
2024 Q1	$371K	Hold	705	–	–	0.08%	136
2023 Q4	$337K	Buy	+705	New	+$337K	0.08%	139