Independence Bank of Kentucky’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.91M Sell
2025
Q2
$4.6M Buy
2025
Q1
$3.21M Buy
2024
Q4
$2.8M Buy
2024
Q3
$1.87M Buy
2024
Q2
$1.41M Buy
2024
Q1
$1.12M Buy
2023
Q4
$1.01M Buy
2023
Q3
$592K Hold
2023
Q2
$614K Buy
2023
Q1
$106K Sell
2022
Q4
$103K Buy
2022
Q3
$93K Sell
2022
Q2
$107K Hold
2022
Q1
$127K Sell
2021
Q4
$163K Sell
2021
Q3
$147K Hold
2021
Q2
$147K Hold
2021
Q1
$136K Hold
2020
Q4
$128K Hold
2020
Q3
$115K Buy