Park Square Financial Group’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	$119K	Sell	192 -240	-56%	-$149K	0.09%	174
2025 Q1	$243K	Buy	432 +236	+120%	+$133K	0.19%	73
2024 Q4	$115K	Buy	+196	New	+$115K	0.08%	160