Durante & Waters’s iShares Core S&P 500 ETF IVV Stock Holding History

Durante & Waters’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 Q2	$33.5M	Buy
2025 Q1	$29.2M	Buy
2024 Q4	$30.2M	Buy
2024 Q3	$24.3M	Buy
2024 Q2	$21.9M	Sell
2024 Q1	$21.3M	Sell
2023 Q4	$19.5M	Buy