Bell 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
Q3 | $580K | Sell |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $581K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $566K | Hold |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $626K | Hold |
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $564K | Hold |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $642K | Buy |
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