Ownership history in Revolve Wealth Partners, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Revolve Wealth Partners, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 17,542 | -1,896 | -9.8% | 1.41% | $12.0M | $683.12 |
| 2025 Q3 | ADDED | 19,438 | +1,023 | +5.6% | 1.56% | $13.0M | $665.17 |
| 2025 Q2 | ADDED | 18,415 | +517 | +2.9% | 1.49% | $11.4M | $615.21 |
| 2025 Q1 | REDUCED | 17,898 | -156 | -0.9% | 1.45% | $10.1M | $555.02 |
| 2024 Q4 | REDUCED | 18,054 | -292 | -1.6% | 1.53% | $10.6M | $579.67 |
| 2024 Q3 | REDUCED | 18,346 | -152 | -0.8% | 1.61% | $10.6M | $566.00 |
| 2024 Q2 | REDUCED | 18,498 | -295 | -1.6% | 1.66% | $10.1M | $534.89 |
| 2024 Q1 | REDUCED | 18,793 | -100 | -0.5% | 1.68% | $9.9M | $512.33 |
| 2023 Q4 | REDUCED | 18,893 | -1,111 | -5.6% | 1.74% | $9.0M | $463.98 |
| 2023 Q3 | ADDED | 20,004 | +59 | +0.3% | 1.98% | $8.6M | $415.48 |
As of 2025 Q4 — sorted by position size