Western Financial Corp’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
2022 Q1	–	Sell	-1,143	Closed	-$545K	–	102
2021 Q4	$545K	Buy	1,143 +35	+3%	+$16.7K	0.29%	71
2021 Q3	$477K	Sell	1,108 -77	-6%	-$33.1K	0.28%	68
2021 Q2	$509K	Buy	+1,185	New	+$509K	0.28%	59