Prevail Innovative Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-461	Closed	-$259K	–	206
2025 Q1	$259K	Buy	+461	New	+$259K	0.07%	159
2024 Q2	–	Sell	-605	Closed	-$318K	–	170
2024 Q1	$318K	Buy	+605	New	+$318K	0.12%	139