Members Trust’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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $987K | Sell |
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|
2024
Q3 | $1.12M | Hold |
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $533K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $576K | Sell |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $258K | Buy |
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|
2018
Q1 | $239K | Sell |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $247K | Buy |
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|
2017
Q2 | $223K | Sell |
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|
2017
Q1 | $220K | Buy |
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