Lynx Investment Advisory’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	$381K	Buy	613 +2	+0.3%	+$1.24K	0.25%	90
2025 Q1	$343K	Sell	611 -70	-10%	-$39.3K	0.23%	92
2024 Q4	$401K	Buy	681 +8	+1%	+$4.71K	0.27%	83
2024 Q3	$388K	Buy	673 +3	+0.4%	+$1.73K	0.28%	83
2024 Q2	$367K	Buy	+670	New	+$367K	0.27%	80