RWM
IVV icon

Rialto Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Rialto Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.44M Buy
15,196
+1,128
+8% +$700K 2.64% 9
2025
Q1 		$7.9M Sell
14,068
-251
-2% -$141K 2.48% 9
2024
Q4 		$8.43M Buy
+14,319
New +$8.43M 2.78% 8