Iowa State Bank’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 | $2.14M | Sell |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.9M | Hold |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.82M | Hold |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $764K | Hold |
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|
2022
Q3 | $713K | Hold |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $932K | Sell |
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|
2021
Q4 | $992K | Hold |
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|
2021
Q3 | $896K | Hold |
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|
2021
Q2 | $894K | Sell |
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|
2021
Q1 | $844K | Sell |
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|
2020
Q4 | $813K | Hold |
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|
2020
Q3 | $728K | Hold |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $572K | Buy |
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|
2019
Q4 | $700K | Hold |
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|
2019
Q3 | $646K | Sell |
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|
2019
Q2 | $647K | Hold |
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|
2019
Q1 | $625K | Hold |
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|
2018
Q4 | $552K | Hold |
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|
2018
Q3 | $643K | Hold |
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|
2018
Q2 | $599K | Sell |
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|
2018
Q1 | $605K | Sell |
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|
2017
Q4 | $801K | Hold |
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|
2017
Q3 | $754K | Sell |
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|
2017
Q2 | $789K | Sell |
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|
2017
Q1 | $804K | Hold |
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|
2016
Q4 | $762K | Sell |
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|
2016
Q3 | $781K | Hold |
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|
2016
Q2 | $756K | Sell |
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|
2016
Q1 | $744K | Buy |
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