Hills 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 | $626K | Sell |
1,008
-113
| -10% | -$70.2K | 0.04% | 185 |
|
|
2025
Q1 | $630K | Buy |
1,121
+61
| +6% | +$34.3K | 0.04% | 173 |
|
|
2024
Q4 | $624K | Buy |
1,060
+542
| +105% | +$319K | 0.05% | 169 |
|
|
2024
Q3 | $299K | Sell |
518
-47
| -8% | -$27.1K | 0.02% | 224 |
|
|
2024
Q2 | $309K | Hold |
565
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $297K | Sell |
565
-24
| -4% | -$12.6K | 0.03% | 213 |
|
|
2023
Q4 | $281K | Sell |
589
-139
| -19% | -$66.4K | 0.03% | 200 |
|
|
2023
Q3 | $313K | Sell |
728
-13
| -2% | -$5.58K | 0.04% | 179 |
|
|
2023
Q2 | $330K | Sell |
741
-124
| -14% | -$55.3K | 0.04% | 164 |
|
|
2023
Q1 | $356K | Buy |
865
+299
| +53% | +$123K | 0.05% | 160 |
|
|
2022
Q4 | $217K | Sell |
566
-50
| -8% | -$19.2K | 0.03% | 197 |
|
|
2022
Q3 | $221K | Buy |
616
+46
| +8% | +$16.5K | 0.03% | 184 |
|
|
2022
Q2 | $216K | Buy |
570
+115
| +25% | +$43.6K | 0.04% | 187 |
|
|
2022
Q1 | $206K | Sell |
455
-7
| -2% | -$3.17K | 0.03% | 198 |
|
|
2021
Q4 | $220K | Hold |
462
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $199K | Sell |
462
-20
| -4% | -$8.62K | 0.03% | 204 |
|
|
2021
Q2 | $207K | Hold |
482
| – | – | 0.03% | 196 |
|
|
2021
Q1 | $192K | Sell |
482
-3
| -0.6% | -$1.2K | 0.03% | 196 |
|
|
2020
Q4 | $182K | Sell |
485
-10
| -2% | -$3.75K | 0.03% | 192 |
|
|
2020
Q3 | $166K | Sell |
495
-40
| -7% | -$13.4K | 0.03% | 189 |
|
|
2020
Q2 | $166K | Buy |
+535
| New | +$166K | 0.04% | 191 |
|