XY Planning Network’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
$8.11M Buy
13,058
+9,454
+262% +$5.87M 2.76% 5
2025
Q1
$2.03M Buy
+3,604
New +$2.03M 1.35% 21