Dumont & Blake Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Dumont & Blake Investment Advisors’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
2025 Q3	$258K	Sell
2025 Q2	$243K	Sell
2025 Q1	$221K	Sell
2024 Q4	$322K	Sell
2024 Q3	$321K	Sell
2024 Q2	$662K	Buy
2024 Q1	$293K	Sell
2023 Q4	$278K	Hold
2023 Q3	$250K	Buy