Stiles Financial Services’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	$726K	Buy	1,169 +1	+0.1%	+$621	0.25%	91
2025 Q1	$657K	Hold	1,168	–	–	0.25%	97
2024 Q4	$688K	Buy	1,168 +1	+0.1%	+$589	0.25%	93
2024 Q3	$673K	Sell	1,167 -206	-15%	-$119K	0.24%	92
2024 Q2	$751K	Buy	+1,373	New	+$751K	0.29%	84