Boston Trust Walden’s iShares Core S&P 500 ETF IVV Stock Holding History

Boston Trust Walden’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.54M	Sell	2,481 -125	-5%	-$77.6K	0.01%	259
2025 Q1	$1.46M	Hold	2,606	–	–	0.01%	263
2024 Q4	$1.53M	Sell	2,606 -70	-3%	-$41.2K	0.01%	263
2024 Q3	$1.54M	Buy	2,676 +100	+4%	+$57.7K	0.01%	264
2024 Q2	$1.41M	Sell	2,576 -55	-2%	-$30.1K	0.01%	262
2024 Q1	$1.38M	Hold	2,631	–	–	0.01%	266
2023 Q4	$1.26M	Hold	2,631	–	–	0.01%	269
2023 Q3	$1.13M	Hold	2,631	–	–	0.01%	269
2023 Q2	$1.17M	Hold	2,631	–	–	0.01%	270
2023 Q1	$1.08M	Hold	2,631	–	–	0.01%	274
2022 Q4	$1.01M	Hold	2,631	–	–	0.01%	282
2022 Q3	$944K	Hold	2,631	–	–	0.01%	274
2022 Q2	$998K	Hold	2,631	–	–	0.01%	275
2022 Q1	$1.19M	Hold	2,631	–	–	0.01%	273
2021 Q4	$1.26M	Hold	2,631	–	–	0.01%	275
2021 Q3	$1.13M	Sell	2,631 -21	-0.8%	-$9.04K	0.01%	274
2021 Q2	$1.14M	Hold	2,652	–	–	0.01%	280
2021 Q1	$1.06M	Buy	2,652 +200	+8%	+$79.6K	0.01%	280
2020 Q4	$920K	Hold	2,452	–	–	0.01%	285
2020 Q3	$824K	Hold	2,452	–	–	0.01%	291
2020 Q2	$759K	Hold	2,452	–	–	0.01%	294
2020 Q1	$634K	Sell	2,452 -4	-0.2%	-$1.03K	0.01%	293
2019 Q4	$794K	Sell	2,456 -5	-0.2%	-$1.62K	0.01%	302
2019 Q3	$735K	Hold	2,461	–	–	0.01%	302
2019 Q2	$725K	Hold	2,461	–	–	0.01%	311
2019 Q1	$700K	Buy	2,461 +4	+0.2%	+$1.14K	0.01%	316
2018 Q4	$618K	Hold	2,457	–	–	0.01%	315
2018 Q3	$719K	Sell	2,457 -53	-2%	-$15.5K	0.01%	316
2018 Q2	$685K	Hold	2,510	–	–	0.01%	315
2018 Q1	$666K	Sell	2,510 -188	-7%	-$49.9K	0.01%	317
2017 Q4	$725K	Sell	2,698 -8	-0.3%	-$2.15K	0.01%	319
2017 Q3	$684K	Sell	2,706 -13	-0.5%	-$3.29K	0.01%	324
2017 Q2	$662K	Buy	2,719 +1,399	+106%	+$341K	0.01%	319
2017 Q1	$313K	Sell	1,320 -3,215	-71%	-$762K	﹤0.01%	337
2016 Q4	$1.02M	Buy	4,535 +3,355	+284%	+$755K	0.02%	294
2016 Q3	$257K	Hold	1,180	–	–	﹤0.01%	335
2016 Q2	$248K	Hold	1,180	–	–	﹤0.01%	338
2016 Q1	$244K	Buy	+1,180	New	+$244K	﹤0.01%	337