Crossmark Global Holdings’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 | $574K | Hold |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $509K | Hold |
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $653K | Hold |
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|
2022
Q4 | $611K | Hold |
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|
2022
Q3 | $570K | Hold |
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|
2022
Q2 | $602K | Hold |
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|
2022
Q1 | $721K | Hold |
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|
2021
Q4 | $758K | Hold |
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|
2021
Q3 | $685K | Sell |
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|
2021
Q2 | $729K | Hold |
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|
2021
Q1 | $674K | Hold |
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|
2020
Q4 | $636K | Hold |
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $586K | Sell |
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|
2020
Q1 | $506K | Sell |
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|
2019
Q4 | $964K | Hold |
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|
2019
Q3 | $890K | Hold |
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|
2019
Q2 | $879K | Sell |
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|
2019
Q1 | $903K | Sell |
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|
2018
Q4 | $8M | Sell |
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|
2018
Q3 | $10.9M | Sell |
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|
2018
Q2 | $10.3M | Sell |
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|
2018
Q1 | $11.3M | Sell |
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|
2017
Q4 | $11.8M | Sell |
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|
2017
Q3 | $11.5M | Buy |
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|
2016
Q3 | $11.5M | Buy |
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