Mosley Wealth Management’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
2024 Q4	$14.3M	Buy	23,634 +1,347	+6%	+$815K	8.85%	1
2024 Q3	$13.1M	Sell	22,287 -1,116	-5%	-$655K	8.92%	2
2024 Q2	$12.8M	Buy	23,403 +883	+4%	+$483K	10.9%	1
2024 Q1	$11.8M	Sell	22,520 -4,736	-17%	-$2.49M	11.11%	1
2023 Q4	$13M	Buy	+27,256	New	+$13M	12.84%	1