Innova Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $314K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $223K | Buy |
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