Community Financial Services Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
1,487
-408
| -22% | -$253K | 0.18% | 66 |
|
|
2025
Q1 | $1.06M | Sell |
1,895
-3,416
| -64% | -$1.92M | 0.23% | 65 |
|
|
2024
Q4 | $3.13M | Sell |
5,311
-10,576
| -67% | -$6.23M | 0.62% | 50 |
|
|
2024
Q3 | $9.16M | Sell |
15,887
-520
| -3% | -$300K | 1.88% | 13 |
|
|
2024
Q2 | $8.98M | Buy |
16,407
+163
| +1% | +$89.2K | 1.93% | 11 |
|
|
2024
Q1 | $8.54M | Buy |
+16,244
| New | +$8.54M | 1.95% | 10 |
|