Northeast Planning Associates NH’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	–	Sell	-618	Closed	-$347K	–	48
2025 Q1	$347K	Sell	618 -72	-10%	-$40.5K	0.29%	36
2024 Q4	$406K	Buy	+690	New	+$406K	0.42%	28