Riverbend Wealth Management’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	$7.82M	Buy	12,594 +145	+1%	+$90K	5.92%	1
2025 Q1	$6.99M	Sell	12,449 -1,988	-14%	-$1.12M	6.26%	1
2024 Q4	$8.53M	Buy	+14,437	New	+$8.53M	7.6%	1