Menard 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 Q1	–	Sell	-251	Closed	-$148K	–	199
2024 Q4	$148K	Buy	+251	New	+$148K	0.09%	120