Kingdom Financial Group’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 Q2	–	Sell	-660	Closed	-$347K	–	58
2024 Q1	$347K	Sell	660 -168	-20%	-$88.4K	0.24%	42
2023 Q4	$395K	Buy	828 +190	+30%	+$90.8K	0.34%	47
2023 Q3	$274K	Sell	638 -6	-0.9%	-$2.58K	0.26%	58
2023 Q2	$287K	Buy	+644	New	+$287K	0.28%	53