Cascade Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
49,205
-1,200
| -2% | -$745K | 3.67% | 4 |
|
|
2025
Q1 | $28.3M | Buy |
50,405
+502
| +1% | +$282K | 3.57% | 4 |
|
|
2024
Q4 | $29.4M | Sell |
49,903
-1,462
| -3% | -$861K | 3.83% | 4 |
|
|
2024
Q3 | $30.1M | Buy |
51,365
+236
| +0.5% | +$138K | 3.77% | 4 |
|
|
2024
Q2 | $28M | Sell |
51,129
-163
| -0.3% | -$89.2K | 3.68% | 4 |
|
|
2024
Q1 | $26.3M | Buy |
+51,292
| New | +$26.3M | 3.79% | 4 |
|