Insight Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Insight Wealth Partners’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 Q2	$431K	Hold
2025 Q1	$390K	Hold
2024 Q4	$409K	Hold
2024 Q3	$400K	Hold
2024 Q2	$380K	Hold
2024 Q1	$365K	Hold
2023 Q4	$331K	Hold
2023 Q3	$298K	Hold
2023 Q2	$309K	Buy