Roxbury 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	$3.2M	Buy	5,150 +514	+11%	+$319K	3.12%	5
2025 Q1	$2.77M	Buy	4,636 +229	+5%	+$137K	2.71%	9
2024 Q4	$2.67M	Buy	+4,407	New	+$2.67M	2.57%	9