Roosevelt Investment Group’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
2021 Q2	–	Sell	-839	Closed	-$334K	–	255
2021 Q1	$334K	Buy	+839	New	+$334K	0.02%	204