First National Bank Sioux Falls’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
2026 Q1	$806K	Sell	1,143 -32	-3%	-$21.9K	0.22%	68
2025 Q4	$805K	Buy	1,175 +726	+162%	+$493K	0.24%	67
2025 Q3	$301K	Hold	449	–	–	0.09%	114
2025 Q2	$279K	Hold	449	–	–	0.1%	115
2025 Q1	$252K	Hold	449	–	–	0.1%	117
2024 Q4	$264K	Sell	449 -16	-3%	-$9.47K	0.11%	112
2024 Q3	$268K	Hold	465	–	–	0.12%	113
2024 Q2	$254K	Hold	465	–	–	0.13%	116
2024 Q1	$244K	Sell	465 -530	-53%	-$265K	0.13%	119
2023 Q4	$475K	Hold	995	–	–	0.24%	78
2023 Q3	$427K	Hold	995	–	–	0.26%	78
2023 Q2	$443K	Buy	995 +51	+5%	+$21.5K	0.28%	70
2023 Q1	$388K	Hold	944	–	–	0.27%	79
2022 Q4	$363K	Hold	944	–	–	0.26%	80
2022 Q3	$339K	Buy	944 +301	+47%	+$120K	0.35%	82
2022 Q2	$244K	Buy	643 +23	+4%	+$9.46K	0.31%	94
2022 Q1	$281K	Sell	620 -6	-1%	-$2.68K	0.29%	98
2021 Q4	$299K	Hold	626	–	–	0.32%	96
2021 Q3	$270K	Buy	626 +6	+1%	+$2.66K	0.45%	79
2021 Q2	$267K	Hold	620	–	–	0.41%	81
2021 Q1	$247K	Buy	+620	New	+$240K	0.44%	76