Greenfield Savings 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
$540K Buy
869
+17
+2% +$10.6K 0.24% 98
2025
Q1
$479K Hold
852
0.23% 101
2024
Q4
$502K Sell
852
-40
-4% -$23.5K 0.24% 98
2024
Q3
$515K Hold
892
0.24% 100
2024
Q2
$488K Hold
892
0.25% 96
2024
Q1
$469K Hold
892
0.25% 98
2023
Q4
$426K Hold
892
0.25% 96
2023
Q3
$383K Buy
+892
New +$383K 0.24% 100