Cathy Pareto & Associates’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
2025
Q3
$387K Buy
2025
Q2
$350K Sell
2025
Q1
$340K Sell
2024
Q4
$497K Buy