Retirement Planning Group (New York)’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	$1.09M	Buy	1,751 +146	+9%	+$90.7K	0.96%	28
2025 Q1	$902K	Buy	1,605 +41	+3%	+$23K	0.92%	26
2024 Q4	$920K	Buy	+1,564	New	+$920K	1.01%	25