AtlasMark Financial, Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.6M | Hold |
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|
2025
Q4 | $22.6M | Buy |
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2025
Q3 | $21.2M | Buy |
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|
2025
Q2 | $18.8M | Buy |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $14.6M | Buy |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $9.47M | Buy |
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|
2022
Q3 | $8.37M | Buy |
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|
2022
Q2 | $7.96M | Buy |
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|
2022
Q1 | $9.13M | Buy |
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|
2021
Q4 | $9.24M | Buy |
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|
2021
Q3 | $8.14M | Buy |
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|
2021
Q2 | $8.05M | Sell |
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|
2021
Q1 | $7.46M | Buy |
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|
2020
Q4 | $6.94M | Sell |
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|
2020
Q3 | $6.23M | Buy |
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|
2020
Q2 | $5.54M | Buy |
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|
2020
Q1 | $4.31M | Buy |
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|
2019
Q4 | $3.79M | Sell |
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|
2019
Q3 | $3.5M | Buy |
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