Berkshire 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
$7.26M Buy
2025
Q2
$5.84M Buy
2025
Q1
$4.78M Sell
2024
Q4
$5.39M Sell
2024
Q3
$5.38M Sell
2024
Q2
$5.2M Sell
2024
Q1
$5.12M Buy
2023
Q4
$4.45M Buy
2023
Q3
$3.48M Sell
2023
Q2
$4.43M Sell
2023
Q1
$4.27M Sell
2022
Q4
$4.4M Sell
2022
Q3
$4.47M Sell
2022
Q2
$5M Sell
2022
Q1
$8.13M Buy
2021
Q4
$5.36M Buy
2021
Q3
$1.24M Buy
2021
Q2
$837K Buy
2021
Q1
$654K Buy
2020
Q4
$562K Sell
2020
Q3
$611K Buy