MJT & Associates Financial Advisory’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	$49.9K	Sell	81 -18,453	-100%	-$11.4M	0.06%	97
2025 Q1	$10.4M	Buy	+18,534	New	+$10.4M	10%	3