Liberty Square Wealth Partners’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	$803K	Sell	1,293 -372	-22%	-$231K	0.28%	56
2025 Q1	$936K	Buy	1,665 +37	+2%	+$20.8K	0.36%	53
2024 Q4	$997K	Buy	+1,628	New	+$997K	0.36%	51