Enterprise 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
$1.72M Sell
2025
Q1
$4.14M Sell
2024
Q4
$4.37M Buy
2024
Q3
$4.21M Buy
2024
Q2
$3.82M Buy
2024
Q1
$3.6M Buy
2023
Q4
$3.19M Sell
2023
Q3
$2.95M Sell
2023
Q2
$3.16M Buy
2023
Q1
$1.98M Hold
2022
Q4
$1.85M Buy
2022
Q3
$1.58M Buy
2022
Q2
$1.32M Buy
2022
Q1
$1.26M Buy
2021
Q4
$1.06M Buy
2021
Q3
$397K Buy
2021
Q2
$206K Sell
2021
Q1
$204K Buy