First National Bank Sioux Falls’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
449
| – | – | 0.1% | 115 |
|
|
2025
Q1 | $252K | Hold |
449
| – | – | 0.1% | 117 |
|
|
2024
Q4 | $264K | Sell |
449
-16
| -3% | -$9.42K | 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% | -$279K | 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% | +$22.7K | 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% | +$108K | 0.35% | 82 |
|
|
2022
Q2 | $244K | Buy |
643
+23
| +4% | +$8.73K | 0.31% | 94 |
|
|
2022
Q1 | $281K | Sell |
620
-6
| -1% | -$2.72K | 0.29% | 98 |
|
|
2021
Q4 | $299K | Hold |
626
| – | – | 0.32% | 96 |
|
|
2021
Q3 | $270K | Buy |
626
+6
| +1% | +$2.59K | 0.45% | 79 |
|
|
2021
Q2 | $267K | Hold |
620
| – | – | 0.41% | 81 |
|
|
2021
Q1 | $247K | Buy |
+620
| New | +$247K | 0.44% | 76 |
|