CoreFirst Bank & Trust’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
Q2
$4.16M Buy
2025
Q1
$3.68M Buy
2024
Q4
$3.66M Sell
2024
Q3
$4M Buy
2024
Q2
$3.79M Buy
2024
Q1
$3.44M Buy
2023
Q4
$2.28M Buy
2023
Q3
$710K Buy
2023
Q2
$391K Buy
2023
Q1
$74.8K Hold
2022
Q4
$69.9K Hold
2022
Q3
$65K Hold
2022
Q2
$69K Sell
2022
Q1
$146K Hold
2021
Q4
$153K Hold
2021
Q3
$138K Hold
2021
Q2
$138K Buy
2021
Q1
$25K Hold
2020
Q4
$23K Buy