M. Kulyk & Associates’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	$712K	Sell	1,146 -69	-6%	-$42.8K	0.15%	61
2025 Q1	$683K	Buy	1,215 +412	+51%	+$232K	0.16%	62
2024 Q4	$473K	Hold	803	–	–	0.1%	70
2024 Q3	$463K	Sell	803 -3	-0.4%	-$1.73K	0.09%	71
2024 Q2	$441K	Buy	+806	New	+$441K	0.1%	72