D'Orazio & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $299K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $12K | Buy |
|