CPA
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Cathy Pareto & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Cathy Pareto & Associates’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$350K Sell
563
-42
-7% -$26.1K 0.29% 67
2025
Q1 		$340K Sell
605
-239
-28% -$134K 0.3% 64
2024
Q4 		$497K Buy
+844
New +$497K 0.46% 43