First Business Financial Services’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
Q3 | $3.93M | Hold |
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2025
Q2 | $3.65M | Hold |
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2025
Q1 | $3.3M | Hold |
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|
2024
Q4 | $3.46M | Hold |
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|
2024
Q3 | $3.39M | Hold |
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|
2024
Q2 | $3.21M | Hold |
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|
2024
Q1 | $3.09M | Hold |
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|
2023
Q4 | $2.81M | Sell |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.38M | Hold |
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|
2022
Q4 | $2.22M | Hold |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.12M | Hold |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $1.36M | Hold |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.09M | Hold |
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|
2020
Q2 | $1.01M | Hold |
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|
2020
Q1 | $840K | Sell |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $994K | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.07M | Hold |
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|
2018
Q4 | $944K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $283K | Buy |
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