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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$353K	Sell	471 -12	-2%	-$8.74K	0.21%	70
2026 Q1	$316K	Sell	483 -92	-16%	-$62.8K	0.21%	71
2025 Q4	$394K	Sell	575 -3	-0.5%	-$2.04K	0.27%	62
2025 Q3	$387K	Buy	578 +15	+3%	+$9.66K	0.29%	63
2025 Q2	$350K	Sell	563 -42	-7%	-$24.1K	0.29%	67
2025 Q1	$340K	Sell	605 -239	-28%	-$141K	0.3%	64
2024 Q4	$497K	Buy	+844	New	+$500K	0.46%	43

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Cathy Pareto & Associates's IVV Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $8.74K and leaving 471 shares worth $353K. The position accounts for 0.21% of the portfolio, ranked #70.

Cathy Pareto & Associates first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q4 2024. 1,655 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cathy Pareto & Associates held 471 shares of iShares Core S&P 500 ETF worth $353K as of Q2 2026.
Cathy Pareto & Associates sold 12 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.74K.
iShares Core S&P 500 ETF made up 0.21% of Cathy Pareto & Associates's portfolio in Q2 2026, its #70 holding.
Cathy Pareto & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's iShares Core S&P 500 ETF position peaked at $497K in Q4 2024.
1,655 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.