Oak 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	$18.3M	Buy	29,543 +1,126	+4%	+$699K	11.77%	3
2025 Q1	$16M	Buy	28,417 +1,095	+4%	+$615K	11.81%	3
2024 Q4	$16.1M	Buy	+27,322	New	+$16.1M	12.37%	2