Stonehaven Wealth & Tax Solutions’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	$256K	Sell	413 -141	-25%	-$87.5K	0.25%	60
2025 Q1	$311K	Sell	554 -2,857	-84%	-$1.61M	0.33%	50
2024 Q4	$2.01M	Buy	+3,411	New	+$2.01M	2.19%	11