DOHJ LLC’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 | $223K | Sell |
415
-86
| -17% | -$46.3K | 0.06% | 143 |
|
|
2025
Q1 | $281K | Sell |
501
-129
| -20% | -$72.4K | 0.06% | 141 |
|
|
2024
Q4 | $371K | Buy |
630
+6
| +1% | +$3.53K | 0.09% | 124 |
|
|
2024
Q3 | $357K | Buy |
624
+170
| +37% | +$97.1K | 0.08% | 132 |
|
|
2024
Q2 | $249K | Buy |
454
+46
| +11% | +$25.2K | 0.06% | 135 |
|
|
2024
Q1 | $215K | Buy |
+408
| New | +$215K | 0.06% | 135 |
|
|
2023
Q1 | – | Sell |
-645
| Closed | -$248K | – | 92 |
|
|
2022
Q4 | $248K | Buy |
+645
| New | +$248K | 0.14% | 82 |
|
|
2022
Q2 | – | Sell |
-14,483
| Closed | -$6.57M | – | 87 |
|
|
2022
Q1 | $6.57M | Buy |
14,483
+7,578
| +110% | +$3.44M | 3.16% | 8 |
|
|
2021
Q4 | $3.29M | Buy |
6,905
+863
| +14% | +$412K | 1.47% | 18 |
|
|
2021
Q3 | $2.79M | Buy |
+6,042
| New | +$2.79M | 1.32% | 19 |
|
|
2021
Q2 | – | Sell |
-511
| Closed | -$203K | – | 104 |
|
|
2021
Q1 | $203K | Buy |
+511
| New | +$203K | 0.12% | 93 |
|
|
2020
Q2 | – | Sell |
-18,533
| Closed | -$4.79M | – | 78 |
|
|
2020
Q1 | $4.79M | Buy |
18,533
+1,795
| +11% | +$464K | 4.65% | 5 |
|
|
2019
Q4 | $5.41M | Buy |
+16,738
| New | +$5.41M | 4.8% | 5 |
|