First Western Trust Bank’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 | $3.32M | Sell |
|
|||||
|
2025
Q1 | $3.12M | Sell |
|
|||||
|
2024
Q4 | $3.27M | Sell |
|
|||||
|
2024
Q3 | $3.22M | Buy |
|
|||||
|
2024
Q2 | $3.06M | Sell |
|
|||||
|
2024
Q1 | $3.43M | Sell |
|
|||||
|
2023
Q4 | $3.24M | Sell |
|
|||||
|
2023
Q3 | $2.92M | Sell |
|
|||||
|
2023
Q2 | $3.31M | Sell |
|
|||||
|
2023
Q1 | $3.1M | Sell |
|
|||||
|
2022
Q4 | $3.67M | Sell |
|
|||||
|
2022
Q3 | $3.44M | Sell |
|
|||||
|
2022
Q2 | $3.67M | Buy |
|
|||||
|
2022
Q1 | $4.29M | Buy |
|