Tidemark’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
2026
Q1
$667K Buy
1,021
+105
+11% +$71.7K 0.17% 67
2025
Q4
$628K Sell
916
-11
-1% -$7.47K 0.18% 62
2025
Q3
$621K Hold
927
0.18% 64
2025
Q2
$575K Sell
927
-80
-8% -$45.9K 0.19% 63
2025
Q1
$566K Buy
1,007
+1
+0.1% +$591 0.21% 64
2024
Q4
$592K Sell
1,006
-3
-0.3% -$1.78K 0.23% 61
2024
Q3
$582K Buy
1,009
+61
+6% +$33.9K 0.24% 61
2024
Q2
$519K Sell
948
-266
-22% -$140K 0.24% 62
2024
Q1
$638K Buy
1,214
+236
+24% +$118K 0.36% 60
2023
Q4
$467K Buy
+978
New +$438K 0.29% 61

Other funds holding IVV

Tidemark's IVV Position: Q1 2026 in Review

Tidemark increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $71.7K and bringing the position to 1,021 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #67.

Tidemark first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Tidemark held 1,021 shares of iShares Core S&P 500 ETF worth $667K as of Q1 2026.
  • Tidemark bought 105 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $71.7K.
  • iShares Core S&P 500 ETF made up 0.17% of Tidemark's portfolio in Q1 2026, its #67 holding.
  • Tidemark first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.