Cascade Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Cascade Financial 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 Q3	$32M	Sell
2025 Q2	$30.6M	Sell
2025 Q1	$28.3M	Buy
2024 Q4	$29.4M	Sell
2024 Q3	$30.1M	Buy
2024 Q2	$28M	Sell
2024 Q1	$26.3M	Buy