Midwest Heritage 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 | $1.39M | Hold |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.37M | Hold |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $735K | Buy |
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|
2023
Q4 | $666K | Hold |
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|
2023
Q3 | $599K | Hold |
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|
2023
Q2 | $622K | Hold |
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|
2023
Q1 | $573K | Hold |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $612K | Hold |
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|
2022
Q1 | $733K | Hold |
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|
2021
Q4 | $770K | Buy |
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