City State 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 | $684K | Hold |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $566K | Sell |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $532K | Hold |
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|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $460K | Hold |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $611K | Buy |
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