RWM
Revisor Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
1,675
+715
| +74% | +$450K | 0.38% | 51 |
|
|
2025
Q1 | $540K | Buy |
960
+395
| +70% | +$222K | 0.24% | 90 |
|
|
2024
Q4 | $333K | Sell |
565
-944
| -63% | -$556K | 0.31% | 63 |
|
|
2024
Q3 | $870K | Buy |
+1,509
| New | +$870K | 0.54% | 37 |
|
|
2024
Q2 | – | Sell |
-753
| Closed | -$378K | – | 179 |
|
|
2024
Q1 | $378K | Buy |
+753
| New | +$378K | 0.17% | 143 |
|
|
2023
Q4 | – | Sell |
-509
| Closed | -$219K | – | 153 |
|
|
2023
Q3 | $219K | Buy |
+509
| New | +$219K | 0.19% | 141 |
|
|
2023
Q2 | – | Sell |
-532
| Closed | -$219K | – | 162 |
|
|
2023
Q1 | $219K | Buy |
+532
| New | +$219K | 0.2% | 147 |
|