Romano Brothers & Co’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
6,725
+39
| +0.6% | +$24.2K | 0.52% | 54 |
|
|
2025
Q1 | $3.76M | Sell |
6,686
-87
| -1% | -$48.9K | 0.49% | 65 |
|
|
2024
Q4 | $3.99M | Buy |
6,773
+192
| +3% | +$113K | 0.5% | 59 |
|
|
2024
Q3 | $3.8M | Buy |
6,581
+216
| +3% | +$125K | 0.47% | 61 |
|
|
2024
Q2 | $3.48M | Sell |
6,365
-9
| -0.1% | -$4.93K | 0.48% | 60 |
|
|
2024
Q1 | $3.35M | Buy |
6,374
+495
| +8% | +$260K | 0.46% | 67 |
|
|
2023
Q4 | $2.81M | Sell |
5,879
-704
| -11% | -$336K | 0.42% | 79 |
|
|
2023
Q3 | $2.83M | Sell |
6,583
-445
| -6% | -$191K | 0.44% | 73 |
|
|
2023
Q2 | $3.13M | Buy |
7,028
+10
| +0.1% | +$4.46K | 0.47% | 70 |
|
|
2023
Q1 | $2.88M | Sell |
7,018
-169
| -2% | -$69.5K | 0.45% | 75 |
|
|
2022
Q4 | $2.76M | Buy |
7,187
+599
| +9% | +$230K | 0.42% | 77 |
|
|
2022
Q3 | $2.36M | Buy |
+6,588
| New | +$2.36M | 0.38% | 81 |
|