Lighthouse Financial’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	$9.46M	Sell	15,229 -189	-1%	-$117K	7.24%	5
2025 Q1	$8.66M	Sell	15,418 -28	-0.2%	-$15.7K	7.48%	6
2024 Q4	$9.09M	Buy	+15,446	New	+$9.09M	7.38%	5