LifeGuide Financial Advisors’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
2024
Q4
Sell
-807
Closed -$465K 43
2024
Q3
$465K Buy
+807
New +$465K 0.2% 28