First National Bank & Trust Co of Newtown’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 | $1.94M | Buy |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $998K | Buy |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $421K | Hold |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $273K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $238K | Hold |
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|
2020
Q3 | $213K | Buy |
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