Lord & Richards Wealth Management’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	–	Sell	-56	Closed	-$31.5K	–	102
2025 Q1	$31.5K	Buy	+56	New	+$31.5K	0.04%	97