Kiker 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
$388K Sell
625
-239
-28% -$148K 0.22% 72
2025
Q1
$485K Buy
864
+169
+24% +$94.9K 0.33% 61
2024
Q4
$409K Buy
+695
New +$409K 0.33% 61