Merkkuri 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	$1.76M	Sell	2,842 -3,012	-51%	-$1.87M	1.34%	21
2025 Q1	$3.29M	Sell	5,854 -507	-8%	-$285K	2.82%	9
2024 Q4	$3.74M	Sell	6,361 -772	-11%	-$454K	2.96%	11
2024 Q3	$4.11M	Sell	7,133 -1,457	-17%	-$840K	3.25%	8
2024 Q2	$4.7M	Buy	+8,590	New	+$4.7M	4.33%	6