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 |
|