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
Q2
$393K Hold
2025
Q1
$355K Buy
2024
Q4
$338K Buy
2024
Q3
$316K Buy
2024
Q2
$299K Buy
2021
Q3
Sell
2021
Q2
$17K Hold
2021
Q1
$16K Hold
2020
Q4
$15K Hold
2020
Q3
$13K Hold
2020
Q2
$12K Buy