Riverwater Partners’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	$2.9M	Buy	4,667 +707	+18%	+$439K	1.36%	11
2025 Q1	$2.23M	Buy	+3,960	New	+$2.23M	1.14%	21
2023 Q1	–	Sell	-1,435	Closed	-$551K	–	202
2022 Q4	$551K	Buy	+1,435	New	+$551K	0.47%	66