Salus Financial Advisors’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	$38.6M	Buy	62,103 +983	+2%	+$610K	25.91%	1
2025 Q1	$34.3M	Buy	61,120 +43,041	+238%	+$24.2M	25.97%	1
2024 Q4	$10.6M	Buy	+18,079	New	+$10.6M	8.33%	5