Littlejohn Financial Services’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
$976K Buy
1,572
+293
+23% +$182K 0.75% 41
2025
Q1
$719K Buy
1,279
+204
+19% +$115K 0.57% 44
2024
Q4
$633K Buy
+1,075
New +$633K 0.57% 40