Williamson Legacy 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
2024 Q1	–	Sell	-428	Closed	-$204K	–	81
2023 Q4	$204K	Buy	+428	New	+$204K	0.19%	81