Red Mountain Financial’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	$252K	Hold	405	–	–	0.28%	58
2025 Q1	$227K	Buy	405 +17	+4%	+$9.54K	0.28%	58
2024 Q4	$228K	Buy	388 +1	+0.3%	+$589	0.25%	55
2024 Q3	$223K	Buy	387 +1	+0.3%	+$577	0.24%	62
2024 Q2	$211K	Buy	+386	New	+$211K	0.25%	58