LifeGoal Wealth Advisors’s iShares Large Cap Moderate Buffer ETF IVVM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$248K	Sell	7,656 -2,979	-28%	-$96.4K	0.24%	58
2025 Q1	$325K	Sell	10,635 -5,559	-34%	-$170K	0.35%	47
2024 Q4	$497K	Buy	+16,194	New	+$497K	0.54%	40