IWA
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Invera Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Invera Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,410
Closed -$673K – 81
2023
Q4 		$673K Buy
+1,410
New +$673K 0.42% 69