Wealthedge Investment Advisors’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	$7.59M	Buy	12,217 +101	+0.8%	+$62.7K	3.16%	4
2025 Q1	$6.81M	Sell	12,116 -36	-0.3%	-$20.2K	3.07%	3
2024 Q4	$7.15M	Buy	+12,152	New	+$7.15M	3.22%	6