PUREfi Wealth’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	$3.23M	Buy	5,203 +1,192	+30%	+$740K	2.58%	5
2025 Q1	$2.25M	Buy	4,011 +260	+7%	+$146K	2.25%	8
2024 Q4	$2.21M	Buy	+3,751	New	+$2.21M	2.16%	7