Zynergy Retirement 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	$35.4M	Buy	57,059 +2,816	+5%	+$1.75M	23.76%	1
2025 Q1	$31.9M	Buy	54,243 +1,590	+3%	+$936K	22.65%	1
2024 Q4	$30.4M	Hold	52,653	–	–	21.4%	1
2024 Q3	$30.4M	Buy	52,653 +1,526	+3%	+$880K	21.4%	1
2024 Q2	$28M	Buy	+51,127	New	+$28M	21.42%	1