Meeder Advisory Services’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	$506K	Sell	815 -209	-20%	-$130K	0.03%	373
2025 Q1	$575K	Sell	1,024 -356	-26%	-$200K	0.03%	329
2024 Q4	$812K	Sell	1,380 -14	-1%	-$8.24K	0.05%	259
2024 Q3	$804K	Buy	1,394 +544	+64%	+$314K	0.05%	270
2024 Q2	$465K	Buy	+850	New	+$465K	0.03%	329