HighTower Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.69M | Hold |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $215 | Sell |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $4.08M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.61M | Sell |
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|
2019
Q4 | $4.29M | Sell |
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|
2019
Q3 | $3.97M | Buy |
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|
2019
Q2 | $3.86M | Buy |
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|
2019
Q1 | $3.65M | Buy |
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|
2018
Q4 | $2.98M | Buy |
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|
2018
Q3 | $3.41M | Sell |
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|
2018
Q2 | $3.25M | Buy |
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|
2018
Q1 | $2.71M | Sell |
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|
2017
Q4 | $2.78M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.35M | Buy |
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|
2017
Q1 | $2.16M | Buy |
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|
2016
Q4 | $1.34M | Buy |
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