Second Half Financial Partners’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
2023 Q3	–	Sell	-11,807	Closed	-$5.26M	–	90
2023 Q2	$5.26M	Buy	+11,807	New	+$5.26M	1.2%	20