American 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $5.79M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $6.12M | Sell |
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|
2023
Q4 | $5.75M | Buy |
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|
2023
Q3 | $4.3M | Sell |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $8.14M | Buy |
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|
2022
Q3 | $6.77M | Buy |
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|
2022
Q2 | $5.44M | Buy |
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|
2022
Q1 | $5.79M | Buy |
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|
2021
Q4 | $943K | Buy |
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