David Rolfe - Wedgewood Partners Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 22
Portfolio value: $484,285,577
Holding/activity history for Ishares Core S&P 500 ETF (IVV)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2022 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.05 |
|
|
SEC |
| 2021 Q4 |
771 |
0.05 |
Buy
|
0.05 |
$476.01 |
$367,000 |
SEC |