1858 Wealth Management’s Invesco Real Assets ESG ETF IVRA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$972K	Buy	59,702 +1,047	+2%	+$17K	0.72%	39
2025 Q1	$952K	Buy	58,655 +1,186	+2%	+$19.3K	0.81%	38
2024 Q4	$887K	Buy	57,469 +3,378	+6%	+$52.1K	0.7%	42
2024 Q3	$880K	Buy	+54,091	New	+$880K	0.72%	40