Cresset Asset Management’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
Q2 | $1.34B | Buy |
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|
2025
Q1 | $1.19B | Buy |
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|
2024
Q4 | $1.21B | Sell |
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|
2024
Q3 | $1.55B | Buy |
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|
2024
Q2 | $1.38B | Buy |
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|
2024
Q1 | $1.26B | Buy |
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|
2023
Q4 | $697M | Buy |
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|
2023
Q3 | $598M | Buy |
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|
2023
Q2 | $594M | Buy |
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|
2023
Q1 | $456M | Sell |
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|
2022
Q4 | $499M | Sell |
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|
2022
Q3 | $679M | Sell |
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|
2022
Q2 | $746M | Buy |
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|
2022
Q1 | $684M | Buy |
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|
2021
Q4 | $561M | Buy |
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|
2021
Q3 | $442M | Buy |
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|
2021
Q2 | $431M | Buy |
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|
2021
Q1 | $393M | Buy |
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|
2020
Q4 | $363M | Buy |
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|
2020
Q3 | $304M | Buy |
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|
2020
Q2 | $271M | Buy |
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|
2020
Q1 | $184M | Buy |
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|
2019
Q4 | $44M | Buy |
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|
2019
Q3 | $33.9M | Buy |
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|
2019
Q2 | $29.1M | Sell |
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|
2019
Q1 | $28.4M | Buy |
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|
2018
Q4 | $17.8M | Buy |
|