HighMark Wealth 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 | $68.4M | Buy |
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|
2025
Q1 | $61.5M | Sell |
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|
2024
Q4 | $64.5M | Sell |
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|
2024
Q3 | $63.9M | Buy |
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|
2024
Q2 | $60.3M | Buy |
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|
2024
Q1 | $57.3M | Sell |
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|
2023
Q4 | $54.1M | Sell |
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|
2023
Q3 | $48.9M | Sell |
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|
2023
Q2 | $51.4M | Buy |
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|
2023
Q1 | $46.5M | Sell |
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|
2022
Q4 | $43.9M | Sell |
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|
2022
Q3 | $43M | Buy |
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|
2022
Q2 | $42M | Sell |
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|
2022
Q1 | $55M | Buy |
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|
2021
Q4 | $50M | Buy |
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|
2021
Q3 | $43.3M | Sell |
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|
2021
Q2 | $43.3M | Sell |
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|
2021
Q1 | $41.5M | Buy |
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|
2020
Q4 | $38M | Buy |
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|
2020
Q3 | $34M | Sell |
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|
2020
Q2 | $31.3M | Buy |
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|
2020
Q1 | $25.8M | Sell |
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|
2019
Q4 | $34.2M | Buy |
|