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Revolve Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Revolve Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Buy
20,525
+2,561
+14% +$1.86M 1.59% 18
2026
Q1 		$11.7M Buy
17,964
+422
+2% +$288K 1.52% 20
2025
Q4 		$12M Sell
17,542
-1,896
-10% -$1.29M 1.41% 22
2025
Q3 		$13M Buy
19,438
+1,023
+6% +$659K 1.56% 22
2025
Q2 		$11.4M Buy
18,415
+517
+3% +$297K 1.49% 21
2025
Q1 		$10.1M Sell
17,898
-156
-0.9% -$92.1K 1.45% 20
2024
Q4 		$10.6M Sell
18,054
-292
-2% -$173K 1.54% 19
2024
Q3 		$10.6M Sell
18,346
-152
-0.8% -$84.5K 1.61% 18
2024
Q2 		$10.1M Sell
18,498
-295
-2% -$155K 1.66% 19
2024
Q1 		$9.88M Sell
18,793
-100
-0.5% -$50K 1.68% 19
2023
Q4 		$9.02M Sell
18,893
-1,111
-6% -$497K 1.74% 18
2023
Q3 		$8.59M Buy
20,004
+59
+0.3% +$26.4K 1.98% 15
2023
Q2 		$8.89M Sell
19,945
-2,665
-12% -$1.12M 2.08% 16
2023
Q1 		$9.29M Sell
22,610
-3,206
-12% -$1.29M 2.36% 11
2022
Q4 		$9.92M Sell
25,816
-812
-3% -$313K 2.84% 11
2022
Q3 		$9.55M Buy
26,628
+785
+3% +$313K 3.19% 8
2022
Q2 		$9.8M Sell
25,843
-5
-0% -$2.06K 3.22% 8
2022
Q1 		$11.7M Sell
25,848
-37
-0.1% -$16.5K 3.38% 9
2021
Q4 		$12.3M Buy
+25,885
New +$11.9M 3.55% 9

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Revolve Wealth Partners's IVV Position: Q2 2026 in Review

Revolve Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $1.86M and bringing the position to 20,525 shares worth $15.4M. The position accounts for 1.59% of the portfolio, ranked #18.

Revolve Wealth Partners first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,298 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Revolve Wealth Partners held 20,525 shares of iShares Core S&P 500 ETF worth $15.4M as of Q2 2026.
  • Revolve Wealth Partners bought 2,561 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.86M.
  • iShares Core S&P 500 ETF made up 1.59% of Revolve Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Revolve Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,298 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.