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
2026
Q2
$1.2M Buy
1,607
+425
+36% +$309K 0.29% 86
2026
Q1
$772K Sell
1,182
-73
-6% -$49.8K 0.21% 121
2025
Q4
$866K Buy
1,255
+478
+62% +$325K 0.23% 107
2025
Q3
$524K Sell
777
-898
-54% -$578K 0.18% 124
2025
Q2
$1.05M Buy
1,675
+715
+74% +$411K 0.38% 51
2025
Q1
$540K Buy
960
+395
+70% +$233K 0.24% 90
2024
Q4
$333K Sell
565
-944
-63% -$559K 0.31% 63
2024
Q3
$870K Buy
+1,509
New +$839K 0.54% 37
2024
Q2
Sell
-753
Closed -$378K 179
2024
Q1
$378K Buy
+753
New +$377K 0.17% 143
2023
Q4
Sell
-509
Closed -$219K 153
2023
Q3
$219K Buy
+509
New +$228K 0.19% 141
2023
Q2
Sell
-532
Closed -$219K 162
2023
Q1
$219K Buy
+532
New +$213K 0.2% 147

Other funds holding IVV

Revisor Wealth Management's IVV Position: Q2 2026 in Review

Revisor Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, buying an estimated $309K and bringing the position to 1,607 shares worth $1.2M. The position accounts for 0.29% of the portfolio, ranked #86.

Revisor Wealth Management first reported a position in IVV in Q1 2023 and has held it in 11 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Revisor Wealth Management held 1,607 shares of iShares Core S&P 500 ETF worth $1.2M as of Q2 2026.
  • Revisor Wealth Management bought 425 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $309K.
  • iShares Core S&P 500 ETF made up 0.29% of Revisor Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Revisor Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.