First National Bank of Mount Dora’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 | $788K | Hold |
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|
2025
Q1 | $713K | Hold |
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|
2024
Q4 | $747K | Hold |
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|
2024
Q3 | $732K | Hold |
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | $566K | Hold |
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|
2023
Q4 | $514K | Hold |
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|
2023
Q3 | $462K | Hold |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $300K | Buy |
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