Exchange 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
Q4 | $756K | Buy |
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|
2025
Q3 | $722K | Buy |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $285K | Buy |
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