Cascadia Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$13.6M Sell
2021
Q2
$16.4M Buy
2021
Q1
$12.3M Buy
2020
Q3
$8.06M Sell
2020
Q2
$9.66M Buy
2019
Q4
$3.25M Buy