Dover Advisors’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
$397K Sell
2025
Q1
$402K Hold
2024
Q4
$421K Sell
2024
Q3
$416K Sell
2024
Q2
$399K Sell
2024
Q1
$388K Buy
2023
Q4
Sell
2023
Q3
$321K Sell
2023
Q2
$343K Sell
2023
Q1
$319K Sell
2022
Q4
$308K Buy