O'Rourke & Company’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
Q3
$703K Buy
2025
Q2
$490K Sell
2025
Q1
$447K Buy
2024
Q4
$461K Buy
2024
Q3
$440K Buy
2024
Q2
$405K Buy
2024
Q1
$368K Buy
2023
Q4
$259K Sell
2023
Q3
$236K Buy