Emprise Bank’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 | $434K | Sell |
699
-115
| -14% | -$71.4K | 0.21% | 66 |
|
|
2025
Q1 | $457K | Sell |
814
-30
| -4% | -$16.9K | 0.24% | 64 |
|
|
2024
Q4 | $497K | Buy |
+844
| New | +$497K | 0.28% | 62 |
|
|
2024
Q3 | – | Sell |
-1,417
| Closed | -$775K | – | 102 |
|
|
2024
Q2 | $775K | Buy |
+1,417
| New | +$775K | 0.48% | 48 |
|