Optivise Advisory Services’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	$6.31M	Buy	10,158 +445	+5%	+$276K	3.22%	4
2025 Q1	$5.46M	Buy	9,713 +211	+2%	+$119K	3.06%	3
2024 Q4	$5.59M	Sell	9,502 -507	-5%	-$298K	3.01%	6
2024 Q3	$5.77M	Buy	10,009 +107	+1%	+$61.7K	3.04%	5
2024 Q2	$5.42M	Buy	+9,902	New	+$5.42M	2.93%	4