PBO
Peoples Bank (Ohio)’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
26,633
-724
| -3% | -$450K | 10.22% | 2 |
|
|
2025
Q1 | $15.4M | Sell |
27,357
-604
| -2% | -$339K | 10.08% | 2 |
|
|
2024
Q4 | $16.5M | Sell |
27,961
-8,184
| -23% | -$4.82M | 9.69% | 2 |
|
|
2024
Q3 | $20.8M | Buy |
36,145
+1,481
| +4% | +$854K | 10.65% | 1 |
|
|
2024
Q2 | $19M | Buy |
34,664
+3,872
| +13% | +$2.12M | 9.84% | 1 |
|
|
2024
Q1 | $16.2M | Sell |
30,792
-587
| -2% | -$309K | 9.02% | 2 |
|
|
2023
Q4 | $15M | Sell |
31,379
-653
| -2% | -$312K | 8.81% | 2 |
|
|
2023
Q3 | $13.8M | Sell |
32,032
-1,090
| -3% | -$468K | 8.98% | 2 |
|
|
2023
Q2 | $14.8M | Buy |
33,122
+2,499
| +8% | +$1.11M | 9.03% | 2 |
|
|
2023
Q1 | $12.6M | Sell |
30,623
-539
| -2% | -$222K | 8.04% | 2 |
|
|
2022
Q4 | $12M | Sell |
31,162
-1,940
| -6% | -$745K | 7.71% | 2 |
|
|
2022
Q3 | $11.9M | Sell |
33,102
-718
| -2% | -$258K | 7.95% | 2 |
|
|
2022
Q2 | $12.8M | Sell |
33,820
-246
| -0.7% | -$93.3K | 7.93% | 2 |
|
|
2022
Q1 | $15.5M | Buy |
34,066
+651
| +2% | +$295K | 7.76% | 2 |
|
|
2021
Q4 | $15.9M | Sell |
33,415
-693
| -2% | -$331K | 7.86% | 2 |
|
|
2021
Q3 | $14.7M | Sell |
34,108
-1,055
| -3% | -$455K | 7.82% | 2 |
|
|
2021
Q2 | $15.1M | Sell |
35,163
-1,804
| -5% | -$776K | 7.94% | 2 |
|
|
2021
Q1 | $14.7M | Sell |
36,967
-1,086
| -3% | -$432K | 7.98% | 2 |
|
|
2020
Q4 | $14.3M | Sell |
38,053
-400
| -1% | -$150K | 8.41% | 2 |
|
|
2020
Q3 | $12.9M | Sell |
38,453
-1,031
| -3% | -$346K | 8.78% | 2 |
|
|
2020
Q2 | $12.2M | Sell |
39,484
-231
| -0.6% | -$71.5K | 8.63% | 2 |
|
|
2020
Q1 | $10.3M | Sell |
39,715
-5
| -0% | -$1.29K | 8.46% | 2 |
|
|
2019
Q4 | $12.8M | Buy |
39,720
+39
| +0.1% | +$12.6K | 7.89% | 2 |
|
|
2019
Q3 | $11.8M | Sell |
39,681
-1,222
| -3% | -$365K | 7.62% | 2 |
|
|
2019
Q2 | $12.1M | Sell |
40,903
-3,730
| -8% | -$1.1M | 7.61% | 2 |
|
|
2019
Q1 | $12.7M | Sell |
44,633
-331
| -0.7% | -$94.2K | 8.03% | 2 |
|
|
2018
Q4 | $11.3M | Sell |
44,964
-1,924
| -4% | -$484K | 7.61% | 2 |
|
|
2018
Q3 | $13.7M | Buy |
46,888
+297
| +0.6% | +$86.9K | 7.92% | 2 |
|
|
2018
Q2 | $12.7M | Sell |
46,591
-731
| -2% | -$200K | 7.4% | 2 |
|
|
2018
Q1 | $12.6M | Sell |
47,322
-808
| -2% | -$214K | 7.39% | 2 |
|
|
2017
Q4 | $12.9M | Sell |
48,130
-7,899
| -14% | -$2.12M | 7.41% | 2 |
|
|
2017
Q3 | $14.2M | Sell |
56,029
-149
| -0.3% | -$37.7K | 7.75% | 2 |
|
|
2017
Q2 | $13.7M | Sell |
56,178
-873
| -2% | -$212K | 7.64% | 2 |
|
|
2017
Q1 | $13.5M | Buy |
57,051
+382
| +0.7% | +$90.6K | 7.62% | 2 |
|
|
2016
Q4 | $12.8M | Sell |
56,669
-458
| -0.8% | -$103K | 7.37% | 2 |
|
|
2016
Q3 | $12.4M | Sell |
57,127
-1,033
| -2% | -$225K | 7.69% | 2 |
|
|
2016
Q2 | $12.2M | Sell |
58,160
-1,753
| -3% | -$369K | 7.69% | 2 |
|
|
2016
Q1 | $12.4M | Buy |
59,913
+3,463
| +6% | +$716K | 7.92% | 2 |
|
|
2015
Q4 | $11.6M | Buy |
+56,450
| New | +$11.6M | 6.86% | 2 |
|