Stonebridge Financial Group’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	$327K	Sell	526 -183	-26%	-$114K	0.03%	186
2025 Q1	$398K	Buy	709 +136	+24%	+$76.4K	0.04%	161
2024 Q4	$337K	Buy	+573	New	+$337K	0.04%	179