Quantum Financial Planning Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Quantum Financial Planning Services’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Sell
2025 Q2	$247K	Sell
2025 Q1	$268K	Buy
2024 Q4	$281K	Buy