1ST Source Bank’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 | $2.31M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.9M | Sell |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $942K | Buy |
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|
2021
Q1 | $857K | Sell |
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|
2020
Q4 | $933K | Sell |
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|
2020
Q3 | $854K | Buy |
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|
2020
Q2 | $779K | Sell |
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|
2020
Q1 | $674K | Buy |
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|
2019
Q4 | $782K | Buy |
|
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|
2019
Q3 | $710K | Sell |
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|
2019
Q2 | $709K | Buy |
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|
2019
Q1 | $608K | Hold |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $650K | Hold |
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|
2018
Q2 | $606K | Sell |
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|
2018
Q1 | $598K | Buy |
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|
2017
Q4 | $598K | Sell |
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|
2017
Q3 | $580K | Sell |
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|
2017
Q2 | $572K | Hold |
|
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|
2017
Q1 | $557K | Buy |
|
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|
2016
Q4 | $427K | Buy |
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|
2016
Q3 | $397K | Buy |
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|
2016
Q2 | $382K | Sell |
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|
2016
Q1 | $378K | Buy |
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|
2015
Q4 | $348K | Buy |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | $235K | Hold |
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|
2015
Q1 | $236K | Buy |
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|
2014
Q4 | $219K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $230K | Sell |
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|
2014
Q1 | $220K | Hold |
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|
2013
Q4 | $217K | Buy |
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