Bank of Marin’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 | $1.43M | Hold |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.37M | Hold |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $918K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.37M | Hold |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.68M | Hold |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.85M | Hold |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.42M | Hold |
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|
2021
Q3 | $2.19M | Hold |
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|
2021
Q2 | $2.19M | Hold |
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|
2021
Q1 | $2.02M | Hold |
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|
2020
Q4 | $1.91M | Hold |
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|
2020
Q3 | $1.71M | Hold |
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|
2020
Q2 | $1.57M | Hold |
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|
2020
Q1 | $1.31M | Hold |
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|
2019
Q4 | $1.64M | Buy |
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