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Cascade Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cascade Investment Advisors’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
2026
Q2 		$314K Sell
419
-10
-2% -$7.28K 0.17% 102
2026
Q1 		$280K Hold
429
– – 0.17% 106
2025
Q4 		$294K Sell
429
-25
-6% -$17K 0.17% 106
2025
Q3 		$304K Buy
+454
New +$292K 0.18% 103

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cascade Investment Advisors's IVV Position: Q2 2026 in Review

Cascade Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, selling an estimated $7.28K and leaving 419 shares worth $314K. The position accounts for 0.17% of the portfolio, ranked #102.

Cascade Investment Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cascade Investment Advisors held 419 shares of iShares Core S&P 500 ETF worth $314K as of Q2 2026.
  • Cascade Investment Advisors sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
  • iShares Core S&P 500 ETF made up 0.17% of Cascade Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Cascade Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.