IFS Advisors’s Rivian RIVN Stock Holding History

IFS Advisors’s Portfolio RIVN Stock Details RIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100	Closed	-$1.25K	–	198
2025 Q1	$1.25K	Hold	100	–	–	﹤0.01%	173
2024 Q4	$1.33K	Hold	100	–	–	﹤0.01%	161
2024 Q3	$1.12K	Hold	100	–	–	﹤0.01%	132
2024 Q2	$1.34K	Hold	100	–	–	﹤0.01%	126
2024 Q1	$1.09K	Sell	100 -50	-33%	-$721	﹤0.01%	127
2023 Q4	$3.52K	Hold	150	–	–	﹤0.01%	93
2023 Q3	$3.64K	Hold	150	–	–	0.01%	90
2023 Q2	$2.5K	Hold	150	–	–	0.01%	101
2023 Q1	$2.32K	Hold	150	–	–	0.01%	80
2022 Q4	$2.76K	Hold	150	–	–	﹤0.01%	87
2022 Q3	$4K	Hold	150	–	–	0.01%	69
2022 Q2	$3K	Sell	150 -50	-25%	-$1.56K	0.01%	74
2022 Q1	$10K	Hold	200	–	–	0.01%	63
2021 Q4	$20K	Buy	+200	New	+$23K	0.01%	53

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return