Fulton Bank’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 | $29.7M | Buy |
47,766
+4,745
| +11% | +$2.95M | 1.1% | 26 |
|
|
2025
Q1 | $24.2M | Buy |
43,021
+246
| +0.6% | +$138K | 0.98% | 27 |
|
|
2024
Q4 | $25.2M | Buy |
42,775
+5,773
| +16% | +$3.4M | 0.97% | 27 |
|
|
2024
Q3 | $21.3M | Buy |
37,002
+3,512
| +10% | +$2.03M | 0.81% | 31 |
|
|
2024
Q2 | $18.3M | Sell |
33,490
-2,319
| -6% | -$1.27M | 0.74% | 31 |
|
|
2024
Q1 | $18.8M | Buy |
35,809
+2,517
| +8% | +$1.32M | 0.77% | 31 |
|
|
2023
Q4 | $15.9M | Buy |
33,292
+9,392
| +39% | +$4.49M | 0.72% | 32 |
|
|
2023
Q3 | $10.3M | Buy |
23,900
+72
| +0.3% | +$30.9K | 0.51% | 37 |
|
|
2023
Q2 | $10.6M | Buy |
23,828
+763
| +3% | +$340K | 0.52% | 37 |
|
|
2023
Q1 | $9.48M | Buy |
23,065
+6,895
| +43% | +$2.83M | 0.5% | 39 |
|
|
2022
Q4 | $6.21M | Buy |
16,170
+3,958
| +32% | +$1.52M | 0.35% | 54 |
|
|
2022
Q3 | $4.38M | Buy |
12,212
+519
| +4% | +$186K | 0.26% | 65 |
|
|
2022
Q2 | $4.43M | Buy |
11,693
+2,345
| +25% | +$889K | 0.25% | 69 |
|
|
2022
Q1 | $4.24M | Sell |
9,348
-53
| -0.6% | -$24K | 0.2% | 88 |
|
|
2021
Q4 | $4.48M | Buy |
9,401
+23
| +0.2% | +$11K | 0.2% | 85 |
|
|
2021
Q3 | $4.04M | Buy |
9,378
+61
| +0.7% | +$26.3K | 0.19% | 85 |
|
|
2021
Q2 | $4.01M | Sell |
9,317
-253
| -3% | -$109K | 0.19% | 90 |
|
|
2021
Q1 | $3.81M | Sell |
9,570
-1,413
| -13% | -$562K | 0.19% | 88 |
|
|
2020
Q4 | $4.12M | Buy |
10,983
+695
| +7% | +$261K | 0.22% | 84 |
|
|
2020
Q3 | $3.46M | Sell |
10,288
-30
| -0.3% | -$10.1K | 0.21% | 90 |
|
|
2020
Q2 | $3.2M | Buy |
10,318
+43
| +0.4% | +$13.3K | 0.21% | 90 |
|
|
2020
Q1 | $2.66M | Sell |
10,275
-618
| -6% | -$160K | 0.21% | 93 |
|
|
2019
Q4 | $3.52M | Buy |
10,893
+93
| +0.9% | +$30.1K | 0.22% | 85 |
|
|
2019
Q3 | $3.22M | Buy |
10,800
+604
| +6% | +$180K | 0.22% | 88 |
|
|
2019
Q2 | $3.01M | Buy |
10,196
+1,077
| +12% | +$317K | 0.2% | 95 |
|
|
2019
Q1 | $2.6M | Hold |
9,119
| – | – | 0.18% | 106 |
|
|
2018
Q4 | $2.29M | Buy |
9,119
+4,258
| +88% | +$1.07M | 0.18% | 106 |
|
|
2018
Q3 | $1.42M | Buy |
4,861
+2,180
| +81% | +$638K | 0.09% | 165 |
|
|
2018
Q2 | $732K | Sell |
2,681
-1,917
| -42% | -$523K | 0.05% | 225 |
|
|
2018
Q1 | $1.22M | Buy |
4,598
+700
| +18% | +$186K | 0.09% | 168 |
|
|
2017
Q4 | $1.05M | Buy |
3,898
+78
| +2% | +$21K | 0.07% | 175 |
|
|
2017
Q3 | $966K | Buy |
3,820
+609
| +19% | +$154K | 0.07% | 179 |
|
|
2017
Q2 | $782K | Buy |
3,211
+41
| +1% | +$9.99K | 0.06% | 186 |
|
|
2017
Q1 | $752K | Buy |
3,170
+411
| +15% | +$97.5K | 0.06% | 186 |
|
|
2016
Q4 | $621K | Buy |
2,759
+373
| +16% | +$84K | 0.06% | 196 |
|
|
2016
Q3 | $519K | Buy |
+2,386
| New | +$519K | 0.05% | 222 |
|
|
2016
Q2 | – | Sell |
-2,258
| Closed | -$467K | – | 387 |
|
|
2016
Q1 | $467K | Sell |
2,258
-6,884
| -75% | -$1.42M | 0.05% | 245 |
|
|
2015
Q4 | $1.87M | Buy |
+9,142
| New | +$1.87M | 0.19% | 104 |
|