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David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Core S&P 500 ETF (IVV)
← All IVV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.05 $412.40–482.07 · VW $445.16i SEC
2021   Q4 771 0.05 Buy 0.05 $428.01–481.09 · VW $462.72i $367,000 SEC
Price snapshot:
Current price$752.58
52-week low$613.71
52-week high$761.95
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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