Intentional Wealth Strategies’s Innoviva INVA Stock Holding History

Intentional Wealth Strategies’s Portfolio INVA Stock Details INVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16	Closed	-$373	–	484
2026 Q1	$373	Buy	+16	New	+$345	﹤0.01%	887

Other funds holding INVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Intentional Wealth Strategies's INVA Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Innoviva (INVA) in Q2 2026, closing a stake of 16 shares — an estimated $373 sold.

Intentional Wealth Strategies first reported a position in INVA in Q1 2026 and held it in 1 quarter. The position peaked at $373 in Q1 2026. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

Intentional Wealth Strategies reported no remaining Innoviva position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 16 Innoviva shares in Q2 2026, an estimated $373.
Intentional Wealth Strategies first reported a position in Innoviva in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Innoviva position peaked at $373 in Q1 2026.
308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.