Tandem Financial’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	$262K	Hold	422	–	–	0.24%	42
2025 Q1	$237K	Buy	422 +48	+13%	+$27K	0.26%	44
2024 Q4	$220K	Buy	+374	New	+$220K	0.23%	45