RWP
Revolve Wealth Partners’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 | $11.4M | Buy |
18,415
+517
| +3% | +$321K | 1.49% | 21 |
|
|
2025
Q1 | $10.1M | Sell |
17,898
-156
| -0.9% | -$87.7K | 1.45% | 20 |
|
|
2024
Q4 | $10.6M | Sell |
18,054
-292
| -2% | -$172K | 1.54% | 19 |
|
|
2024
Q3 | $10.6M | Sell |
18,346
-152
| -0.8% | -$87.7K | 1.61% | 18 |
|
|
2024
Q2 | $10.1M | Sell |
18,498
-295
| -2% | -$161K | 1.66% | 19 |
|
|
2024
Q1 | $9.88M | Sell |
18,793
-100
| -0.5% | -$52.6K | 1.68% | 19 |
|
|
2023
Q4 | $9.02M | Sell |
18,893
-1,111
| -6% | -$531K | 1.74% | 18 |
|
|
2023
Q3 | $8.59M | Buy |
20,004
+59
| +0.3% | +$25.3K | 1.98% | 15 |
|
|
2023
Q2 | $8.89M | Sell |
19,945
-2,665
| -12% | -$1.19M | 2.08% | 16 |
|
|
2023
Q1 | $9.29M | Sell |
22,610
-3,206
| -12% | -$1.32M | 2.36% | 11 |
|
|
2022
Q4 | $9.92M | Sell |
25,816
-812
| -3% | -$312K | 2.84% | 11 |
|
|
2022
Q3 | $9.55M | Buy |
26,628
+785
| +3% | +$282K | 3.19% | 8 |
|
|
2022
Q2 | $9.8M | Sell |
25,843
-5
| -0% | -$1.9K | 3.22% | 8 |
|
|
2022
Q1 | $11.7M | Sell |
25,848
-37
| -0.1% | -$16.8K | 3.38% | 9 |
|
|
2021
Q4 | $12.3M | Buy |
+25,885
| New | +$12.3M | 3.55% | 9 |
|