Cassia Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Cassia Capital 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	$10.1M	Sell
2025 Q2	$9.38M	Sell
2025 Q1	$8.8M	Sell
2024 Q4	$10.5M	Sell
2024 Q3	$10.3M	Sell
2024 Q2	$10.2M	Buy
2024 Q1	$8.31M	Buy
2023 Q4	$4.82M	Buy