Essex Savings Bank’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 | $4.5M | Sell |
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|
2025
Q1 | $5.26M | Sell |
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|
2024
Q4 | $5.85M | Sell |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $1.84M | Hold |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $4.88M | Sell |
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|
2023
Q2 | $5.3M | Sell |
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|
2023
Q1 | $4.96M | Sell |
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|
2022
Q4 | $4.72M | Sell |
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|
2022
Q3 | $4.52M | Sell |
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|
2022
Q2 | $5.12M | Sell |
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|
2022
Q1 | $6.14M | Buy |
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|
2021
Q4 | $6.39M | Hold |
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|
2021
Q3 | $6.08M | Buy |
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|
2021
Q2 | $2.19M | Sell |
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|
2021
Q1 | $2.02M | Sell |
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|
2020
Q4 | $2.03M | Sell |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.64M | Sell |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $1.9M | Buy |
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|
2019
Q3 | $1.53M | Buy |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $402K | Buy |
|