Wall Street 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 Q1	$8.64M	Sell	15,376 -1,948	-11%	-$1.09M	8.95%	3
2024 Q4	$10.2M	Buy	17,324 +2,442	+16%	+$1.44M	9.96%	3
2024 Q3	$8.58M	Buy	14,882 +6,653	+81%	+$3.84M	9.05%	3
2024 Q2	$4.5M	Buy	+8,229	New	+$4.5M	7.65%	4