Pinkerton Retirement Specialists’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	$206K	Buy	+331	New	+$206K	0.02%	135
2021 Q2	–	Sell	-609	Closed	-$242K	–	99
2021 Q1	$242K	Buy	+609	New	+$242K	0.05%	90