Revolve Wealth Partners’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
$13M Buy
2025
Q2
$11.4M Buy
2025
Q1
$10.1M Sell
2024
Q4
$10.6M Sell
2024
Q3
$10.6M Sell
2024
Q2
$10.1M Sell
2024
Q1
$9.88M Sell
2023
Q4
$9.02M Sell
2023
Q3
$8.59M Buy
2023
Q2
$8.89M Sell
2023
Q1
$9.29M Sell
2022
Q4
$9.92M Sell
2022
Q3
$9.55M Buy
2022
Q2
$9.8M Sell
2022
Q1
$11.7M Sell
2021
Q4
$12.3M Buy