RMP
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Richards, Merrill & Peterson’s iShares Core S&P 500 ETF IVV Stock Holding History

Richards, Merrill & Peterson’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$334K Buy
538
+33
+7% +$20.5K 0.16% 128
2025
Q1 		$284K Buy
505
+22
+5% +$12.4K 0.15% 124
2024
Q4 		$284K Buy
+483
New +$284K 0.15% 123