Latko 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	$47M	Buy	75,656 +2,900	+4%	+$1.8M	26.41%	1
2025 Q1	$40.9M	Sell	72,756 -2,296	-3%	-$1.29M	26.51%	1
2024 Q4	$44.2M	Buy	75,052 +683	+0.9%	+$402K	26.19%	1
2024 Q3	$42.9M	Buy	+74,369	New	+$42.9M	26.01%	1