Ruedi 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	–	Sell	-2	Closed	-$1.12K	–	191
2025 Q1	$1.12K	Hold	2	–	–	﹤0.01%	289
2024 Q4	$1.18K	Buy	+2	New	+$1.18K	﹤0.01%	290
2023 Q2	–	Sell	-342	Closed	-$141K	–	246
2023 Q1	$141K	Buy	+342	New	+$141K	0.09%	45