SwitchPoint Financial Planning’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	$1.11M	Buy	1,785 +1,185	+198%	+$736K	0.91%	27
2025 Q1	$337K	Hold	600	–	–	0.32%	37
2024 Q4	$353K	Buy	+600	New	+$353K	0.34%	35