Revisor Wealth Management’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
$524K Sell
2025
Q2
$1.05M Buy
2025
Q1
$540K Buy
2024
Q4
$333K Sell
2024
Q3
$870K Buy
2024
Q2
Sell
2024
Q1
$378K Buy
2023
Q4
Sell
2023
Q3
$219K Buy
2023
Q2
Sell
2023
Q1
$219K Buy