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

Invenio 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	$381K	Hold
2025 Q1	$345K	Hold
2024 Q4	$361K	Sell
2024 Q3	$360K	Sell
2024 Q2	$389K	Sell
2024 Q1	$426K	Hold
2023 Q4	$387K	Sell
2023 Q3	$366K	Buy
2023 Q2	$349K	Buy