Rolek 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	$359K	Buy	578 +83	+17%	+$51.5K	0.31%	12
2025 Q1	$268K	Buy	495 +7	+1%	+$3.78K	0.28%	12
2024 Q4	$287K	Buy	+488	New	+$287K	0.23%	9