Rice Partnership’s iShares Core S&P 500 ETF IVV Stock Holding History

Rice Partnership’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
2025 Q3	$97.7K	Buy
2025 Q2	$69.5K	Buy
2025 Q1	$11.2K	Sell
2024 Q4	$127K	Buy
2024 Q3	$106K	Hold
2024 Q2	$101K	Buy
2022 Q1	–	Sell
2021 Q4	$12K	Buy
2019 Q4	–	Sell
2019 Q3	$102K	Buy