ISB
Iowa State Bank’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.47M | Sell |
25,894
-2,295
| -8% | -$219K | 0.49% | 63 |
|
2025
Q1 | $2.27M | Sell |
28,189
-5,739
| -17% | -$461K | 0.48% | 67 |
|
2024
Q4 | $2.98M | Sell |
33,928
-1,528
| -4% | -$134K | 0.62% | 49 |
|
2024
Q3 | $2.94M | Sell |
35,456
-4,852
| -12% | -$402K | 0.6% | 54 |
|
2024
Q2 | $3.23M | Sell |
40,308
-454
| -1% | -$36.4K | 0.71% | 47 |
|
2024
Q1 | $2.98M | Buy |
40,762
+698
| +2% | +$51.1K | 0.66% | 55 |
|
2023
Q4 | $2.61M | Buy |
40,064
+1,003
| +3% | +$65.3K | 0.63% | 58 |
|
2023
Q3 | $2.32M | Buy |
39,061
+1,494
| +4% | +$88.6K | 0.6% | 59 |
|
2023
Q2 | $2.29M | Buy |
37,567
+282
| +0.8% | +$17.2K | 0.58% | 58 |
|
2023
Q1 | $2.06M | Sell |
37,285
-2,443
| -6% | -$135K | 0.52% | 69 |
|
2022
Q4 | $2.01M | Sell |
39,728
-1,715
| -4% | -$86.9K | 0.51% | 68 |
|
2022
Q3 | $2.08M | Sell |
41,443
-2,271
| -5% | -$114K | 0.59% | 65 |
|
2022
Q2 | $2.29M | Sell |
43,714
-590
| -1% | -$30.8K | 0.61% | 61 |
|
2022
Q1 | $2.93M | Sell |
44,304
-2,278
| -5% | -$151K | 0.68% | 58 |
|
2021
Q4 | $3.38M | Sell |
46,582
-1,418
| -3% | -$103K | 0.79% | 49 |
|
2021
Q3 | $3.07M | Sell |
48,000
-11
| -0% | -$704 | 0.86% | 42 |
|
2021
Q2 | $3.02M | Sell |
48,011
-10
| -0% | -$630 | 0.85% | 43 |
|
2021
Q1 | $2.71M | Sell |
48,021
-1,068
| -2% | -$60.2K | 0.81% | 46 |
|
2020
Q4 | $2.71M | Buy |
49,089
+1,855
| +4% | +$103K | 0.9% | 42 |
|
2020
Q3 | $2.37M | Sell |
47,234
-35
| -0.1% | -$1.75K | 0.92% | 37 |
|
2020
Q2 | $2.12M | Buy |
47,269
+2,697
| +6% | +$121K | 0.92% | 41 |
|
2020
Q1 | $1.59M | Buy |
44,572
+1,664
| +4% | +$59.5K | 0.75% | 46 |
|
2019
Q4 | $1.8M | Sell |
42,908
-16,124
| -27% | -$676K | 0.64% | 51 |
|
2019
Q3 | $2.3M | Sell |
59,032
-925
| -2% | -$36K | 0.87% | 41 |
|
2019
Q2 | $2.32M | Buy |
59,957
+2,283
| +4% | +$88.4K | 1.03% | 38 |
|
2019
Q1 | $2.15M | Buy |
57,674
+1,630
| +3% | +$60.7K | 0.98% | 39 |
|
2018
Q4 | $1.82M | Buy |
56,044
+2,661
| +5% | +$86.5K | 0.92% | 39 |
|
2018
Q3 | $2.04M | Buy |
53,383
+990
| +2% | +$37.9K | 0.91% | 39 |
|
2018
Q2 | $1.84M | Buy |
52,393
+3,100
| +6% | +$109K | 0.88% | 39 |
|
2018
Q1 | $1.65M | Buy |
49,293
+10,180
| +26% | +$341K | 0.8% | 45 |
|
2017
Q4 | $1.29M | Buy |
39,113
+31,259
| +398% | +$1.03M | 0.58% | 49 |
|
2017
Q3 | $973K | Buy |
+7,854
| New | +$973K | 0.46% | 53 |
|