Significant Wealth 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
2025 Q2	–	Sell	-764	Closed	-$429K	–	98
2025 Q1	$429K	Buy	764 +281	+58%	+$158K	0.22%	39
2024 Q4	$284K	Buy	+483	New	+$284K	0.15%	53