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Morton Community Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Morton Community Bank’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-592
Closed -$283K – 113
2023
Q4 		$283K Buy
+592
New +$265K 0.09% 104

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Morton Community Bank's IVV Position: Q1 2024 in Review

Morton Community Bank sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 592 shares — an estimated $283K sold.

Morton Community Bank first reported a position in IVV in Q4 2023 and held it in 1 quarter. The position peaked at $283K in Q4 2023. 3,082 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • Morton Community Bank reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Morton Community Bank sold 592 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $283K.
  • Morton Community Bank first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • Morton Community Bank's iShares Core S&P 500 ETF position peaked at $283K in Q4 2023.
  • 3,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Morton Community Bank's 13F filing for Q1 2024, filed 2 May 2024.