Marmo Financial Group’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	$257K	Buy	415 +2	+0.5%	+$1.24K	0.13%	27
2025 Q1	$232K	Buy	413 +1	+0.2%	+$562	0.13%	25
2024 Q4	$243K	Hold	412	–	–	0.13%	25
2024 Q3	$238K	Hold	412	–	–	0.13%	26
2024 Q2	$225K	Buy	+412	New	+$225K	0.14%	27