Purkiss Capital Advisors’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	$342K	Sell	551 -22	-4%	-$13.7K	0.19%	94
2025 Q1	$322K	Buy	573 +47	+9%	+$26.4K	0.24%	73
2024 Q4	$310K	Buy	+526	New	+$310K	0.27%	63