White & Co Financial Planning’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	$286K	Sell	463 -64	-12%	-$39.5K	0.23%	17
2025 Q1	$294K	Sell	527 -99	-16%	-$55.3K	0.25%	17
2024 Q4	$369K	Buy	+626	New	+$369K	0.31%	17