Quantum Financial Planning Services’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	$247K	Sell	398 -80	-17%	-$49.7K	0.12%	40
2025 Q1	$268K	Buy	478 +1	+0.2%	+$562	0.15%	31
2024 Q4	$281K	Buy	+477	New	+$281K	0.16%	29