Bath Savings 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
Q4 | $2.04M | Buy |
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|
2025
Q3 | $1.97M | Buy |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $211K | Buy |
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