Impact Partnership Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Impact Partnership Wealth’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.57M	Sell
2025 Q2	$1.58M	Buy
2025 Q1	$1.37M	Sell
2024 Q4	$1.5M	Buy
2024 Q3	$609K	Sell
2024 Q2	$829K	Buy
2024 Q1	$618K	Sell
2023 Q4	$603K	Sell
2023 Q3	$928K	Buy
2023 Q2	$162K	Buy