Hilltop National Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.59M Buy
+13,831
New +$8.59M 2.24% 5
2024
Q4
$6.54M Sell
11,113
-59
-0.5% -$34.7K 1.97% 6
2024
Q3
$6.44M Sell
11,172
-162
-1% -$93.4K 1.96% 6
2024
Q2
$6.2M Sell
11,334
-29
-0.3% -$15.9K 2% 6
2024
Q1
$5.97M Buy
+11,363
New +$5.97M 2.03% 6