Shira Ridge 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	$223K	Buy	+359	New	+$223K	0.1%	74
2025 Q1	–	Sell	-351	Closed	-$207K	–	79
2024 Q4	$207K	Hold	351	–	–	0.1%	75
2024 Q3	$203K	Buy	+351	New	+$203K	0.1%	80