Lee-Kelleher 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	$28.3M	Buy	45,573 +2,411	+6%	+$1.5M	18.8%	1
2025 Q1	$24.3M	Buy	43,162 +961	+2%	+$540K	17.84%	2
2024 Q4	$24.8M	Buy	+42,201	New	+$24.8M	17.69%	1