Marshall & Sterling Wealth Advisors’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	$23K	Hold	37	–	–	0.02%	247
2025 Q1	$20.8K	Hold	37	–	–	0.01%	249
2024 Q4	$21.8K	Buy	+37	New	+$21.8K	0.02%	186