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Dopkins Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Dopkins Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-367
Closed -$212K – 88
2024
Q3 		$212K Sell
367
-23
-6% -$13.3K 0.17% 59
2024
Q2 		$214K Hold
390
– – 0.13% 76
2024
Q1 		$205K Buy
+390
New +$205K 0.12% 78