OFC Financial Planning’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	$6.02M	Hold	9,703	–	–	6.4%	3
2025 Q1	$5.45M	Sell	9,703 -1	-0%	-$562	6.17%	3
2024 Q4	$5.71M	Buy	+9,704	New	+$5.71M	6.02%	3