L.K. Benson & Company’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	$2.25M	Buy	3,628 +1,033	+40%	+$641K	1.38%	18
2025 Q1	$1.46M	Buy	2,595 +1,466	+130%	+$824K	1.01%	24
2024 Q4	$665K	Buy	+1,129	New	+$665K	0.47%	46