Triad Wealth Partners’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	$1.92M	Buy	3,091 +80	+3%	+$49.7K	0.39%	53
2025 Q1	$1.69M	Buy	3,011 +57	+2%	+$32K	0.53%	39
2024 Q4	$1.74M	Buy	+2,954	New	+$1.74M	0.63%	37
2024 Q3	–	Sell	-3,041	Closed	-$1.66M	–	470
2024 Q2	$1.66M	Buy	+3,041	New	+$1.66M	0.87%	21