Richmond Investment Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
3,483
+2,769
+388% +$1.72M 0.46% 40
2025
Q1
$401K Sell
714
-13
-2% -$7.31K 0.22% 68
2024
Q4
$428K Buy
+727
New +$428K 0.24% 59