Community Financial Services Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Community Financial Services Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$839K	Sell
2025 Q2	$923K	Sell
2025 Q1	$1.06M	Sell
2024 Q4	$3.13M	Sell
2024 Q3	$9.16M	Sell
2024 Q2	$8.98M	Buy
2024 Q1	$8.54M	Buy