Saxony Capital 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
2024 Q1	–	Sell	-2,062	Closed	-$985K	–	124
2023 Q4	$985K	Buy	+2,062	New	+$985K	1.31%	23