Yardley Wealth Management’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	$284K	Sell	458 -12	-3%	-$7.44K	0.16%	39
2025 Q1	$264K	Sell	470 -912	-66%	-$512K	0.16%	38
2024 Q4	$808K	Buy	1,382 +904	+189%	+$529K	0.39%	29
2024 Q3	$276K	Buy	+478	New	+$276K	0.16%	38