LifeWealth Investments’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	$1.28M	Buy	2,057 +210	+11%	+$130K	0.41%	49
2025 Q1	$1.04M	Buy	1,847 +677	+58%	+$380K	0.42%	52
2024 Q4	$689K	Buy	+1,170	New	+$689K	0.46%	58