Paladin Wealth’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
$604K Buy
972
+269
+38% +$167K 0.47% 85
2025
Q1
$395K Buy
+703
New +$395K 0.35% 91