Pacific Point 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
$738K Buy
1,188
+26
+2% +$16.1K 0.4% 63
2025
Q1
$653K Buy
+1,162
New +$653K 0.36% 61