Patrick M. Sweeney & Associates’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	$229K	Hold	365	–	–	0.16%	144
2025 Q1	$205K	Hold	365	–	–	0.15%	146
2024 Q4	$215K	Hold	365	–	–	0.16%	144
2024 Q3	$211K	Buy	+365	New	+$211K	0.15%	147