FNBOMD
First National Bank of Mount Dora’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Hold |
1,269
| – | – | 0.18% | 76 |
|
|
2025
Q1 | $713K | Hold |
1,269
| – | – | 0.17% | 81 |
|
|
2024
Q4 | $747K | Hold |
1,269
| – | – | 0.17% | 84 |
|
|
2024
Q3 | $732K | Hold |
1,269
| – | – | 0.17% | 85 |
|
|
2024
Q2 | $694K | Buy |
1,269
+193
| +18% | +$106K | 0.17% | 89 |
|
|
2024
Q1 | $566K | Hold |
1,076
| – | – | 0.14% | 93 |
|
|
2023
Q4 | $514K | Hold |
1,076
| – | – | 0.14% | 86 |
|
|
2023
Q3 | $462K | Hold |
1,076
| – | – | 0.14% | 88 |
|
|
2023
Q2 | $480K | Buy |
1,076
+59
| +6% | +$26.3K | 0.14% | 89 |
|
|
2023
Q1 | $418K | Hold |
1,017
| – | – | 0.13% | 91 |
|
|
2022
Q4 | $391K | Hold |
1,017
| – | – | 0.13% | 95 |
|
|
2022
Q3 | $365K | Sell |
1,017
-98
| -9% | -$35.2K | 0.13% | 92 |
|
|
2022
Q2 | $423K | Buy |
1,115
+350
| +46% | +$133K | 0.15% | 86 |
|
|
2022
Q1 | $347K | Sell |
765
-30
| -4% | -$13.6K | 0.1% | 103 |
|
|
2021
Q4 | $379K | Buy |
795
+30
| +4% | +$14.3K | 0.11% | 96 |
|
|
2021
Q3 | $330K | Sell |
765
-34
| -4% | -$14.7K | 0.11% | 97 |
|
|
2021
Q2 | $344K | Hold |
799
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $318K | Hold |
799
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $300K | Buy |
+799
| New | +$300K | 0.11% | 83 |
|