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 |
|