Cascade Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Cascade Financial Partners's IVV Position: Q2 2026 in Review
Cascade Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q2 2026, buying an estimated $2.5M and bringing the position to 49,031 shares worth $36.7M. The position accounts for 3.19% of the portfolio, ranked #4.
Cascade Financial Partners first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Cascade Financial Partners held 49,031 shares of iShares Core S&P 500 ETF worth $36.7M as of Q2 2026.
- Cascade Financial Partners bought 3,434 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.5M.
- iShares Core S&P 500 ETF made up 3.19% of Cascade Financial Partners's portfolio in Q2 2026, its #4 holding.
- Cascade Financial Partners first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.