Partners Wealth Management’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	$248K	Hold	439	–	–	0.28%	97
2025 Q1	$247K	Hold	439	–	–	0.28%	97
2024 Q4	$258K	Buy	+439	New	+$258K	0.29%	90