D'Orazio & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

D'Orazio & Associates’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Buy	1,765 +208	+13%	+$151K	0.15%	58
2026 Q1	$1.02M	Buy	1,557 +925	+146%	+$632K	0.13%	59
2025 Q4	$433K	Hold	632	–	–	0.06%	135
2025 Q3	$423K	Hold	632	–	–	0.06%	131
2025 Q2	$393K	Hold	632	–	–	0.06%	134
2025 Q1	$355K	Buy	632 +57	+10%	+$33.7K	0.05%	142
2024 Q4	$338K	Buy	575 +27	+5%	+$16K	0.05%	134
2024 Q3	$316K	Buy	548 +1	+0.2%	+$556	0.04%	144
2024 Q2	$299K	Buy	+547	New	+$288K	0.05%	131
2021 Q3	–	Sell	-39	Closed	-$17K	–	776
2021 Q2	$17K	Hold	39	–	–	﹤0.01%	271
2021 Q1	$16K	Hold	39	–	–	﹤0.01%	258
2020 Q4	$15K	Hold	39	–	–	﹤0.01%	247
2020 Q3	$13K	Hold	39	–	–	0.01%	217
2020 Q2	$12K	Buy	+39	New	+$11.5K	0.01%	225

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

D'Orazio & Associates's IVV Position: Q2 2026 in Review

D'Orazio & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $151K and bringing the position to 1,765 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #58.

D'Orazio & Associates first reported a position in IVV in Q2 2020 and has held it in 14 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

D'Orazio & Associates held 1,765 shares of iShares Core S&P 500 ETF worth $1.32M as of Q2 2026.
D'Orazio & Associates bought 208 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $151K.
iShares Core S&P 500 ETF made up 0.15% of D'Orazio & Associates's portfolio in Q2 2026, its #58 holding.
D'Orazio & Associates first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 14 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.