SBK 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
2022 Q4	$964K	Sell	2,510 -5	-0.2%	-$1.92K	1.53%	23
2022 Q3	$902K	Buy	2,515 +467	+23%	+$167K	1.38%	23
2022 Q2	$777K	Buy	2,048 +181	+10%	+$68.7K	1.01%	28
2022 Q1	$847K	Hold	1,867	–	–	0.84%	31
2021 Q4	$891K	Buy	+1,867	New	+$891K	0.71%	32