Citizens National Bank Trust Department’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 | $26.8K | Hold |
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|
2025
Q2 | $24.8K | Hold |
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|
2025
Q1 | $22.5K | Hold |
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|
2024
Q4 | $23.5K | Hold |
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|
2024
Q3 | $23.1K | Hold |
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|
2024
Q2 | $21.9K | Hold |
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|
2024
Q1 | $21K | Hold |
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|
2023
Q4 | $19.1K | Hold |
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|
2023
Q3 | $17.2K | Hold |
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|
2023
Q2 | $17.8K | Hold |
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|
2023
Q1 | $16.4K | Hold |
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|
2022
Q4 | $15K | Sell |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $57K | Buy |
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