Hickory Point Bank & Trust’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
$1.43M Buy
2,299
+91
+4% +$56.5K 1.15% 15
2025
Q1
$1.24M Buy
2,208
+1,187
+116% +$667K 1.09% 18
2024
Q4
$601K Buy
+1,021
New +$601K 0.53% 40