Poinciana Advisors 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	$1.07M	Buy	1,729 +1,321	+324%	+$820K	0.97%	20
2025 Q1	$229K	Hold	408	–	–	0.24%	78
2024 Q4	$240K	Buy	+408	New	+$240K	0.24%	76