PBO
Peoples Bank (Ohio)’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
97,926
-1,583
| -2% | -$174K | 6.66% | 3 |
|
|
2025
Q1 | $9.24M | Buy |
99,509
+1,872
| +2% | +$174K | 6.06% | 3 |
|
|
2024
Q4 | $9.91M | Sell |
97,637
-727
| -0.7% | -$73.8K | 5.84% | 3 |
|
|
2024
Q3 | $9.42M | Sell |
98,364
-7,302
| -7% | -$699K | 4.81% | 4 |
|
|
2024
Q2 | $9.78M | Buy |
105,666
+1,170
| +1% | +$108K | 5.07% | 3 |
|
|
2024
Q1 | $8.82M | Sell |
104,496
-9,772
| -9% | -$825K | 4.92% | 4 |
|
|
2023
Q4 | $8.58M | Sell |
114,268
-3,753
| -3% | -$282K | 5.04% | 4 |
|
|
2023
Q3 | $8.07M | Buy |
118,021
+4,813
| +4% | +$329K | 5.27% | 4 |
|
|
2023
Q2 | $7.98M | Buy |
113,208
+3,128
| +3% | +$220K | 4.88% | 4 |
|
|
2023
Q1 | $7.03M | Buy |
110,080
+12,303
| +13% | +$786K | 4.49% | 4 |
|
|
2022
Q4 | $5.72M | Sell |
97,777
-7,725
| -7% | -$452K | 3.68% | 4 |
|
|
2022
Q3 | $6.1M | Sell |
105,502
-5,692
| -5% | -$329K | 4.09% | 5 |
|
|
2022
Q2 | $6.71M | Buy |
111,194
+2,722
| +3% | +$164K | 4.15% | 5 |
|
|
2022
Q1 | $8.29M | Buy |
108,472
+6,633
| +7% | +$507K | 4.16% | 4 |
|
|
2021
Q4 | $8.52M | Sell |
101,839
-2,989
| -3% | -$250K | 4.2% | 4 |
|
|
2021
Q3 | $7.75M | Buy |
104,828
+4,065
| +4% | +$300K | 4.12% | 4 |
|
|
2021
Q2 | $7.33M | Sell |
100,763
-2,219
| -2% | -$161K | 3.85% | 4 |
|
|
2021
Q1 | $6.71M | Sell |
102,982
-12,892
| -11% | -$839K | 3.64% | 4 |
|
|
2020
Q4 | $7.4M | Buy |
115,874
+86,379
| +293% | +$5.51M | 4.36% | 6 |
|
|
2020
Q3 | $6.82M | Sell |
29,495
-2,062
| -7% | -$477K | 4.63% | 5 |
|
|
2020
Q2 | $6.55M | Buy |
31,557
+65
| +0.2% | +$13.5K | 4.62% | 5 |
|
|
2020
Q1 | $5.2M | Buy |
31,492
+1,261
| +4% | +$208K | 4.28% | 6 |
|
|
2019
Q4 | $5.85M | Buy |
30,231
+985
| +3% | +$191K | 3.6% | 6 |
|
|
2019
Q3 | $5.27M | Buy |
29,246
+1,276
| +5% | +$230K | 3.39% | 8 |
|
|
2019
Q2 | $5.01M | Buy |
27,970
+1,103
| +4% | +$198K | 3.17% | 8 |
|
|
2019
Q1 | $4.63M | Sell |
26,867
-776
| -3% | -$134K | 2.93% | 9 |
|
|
2018
Q4 | $4.17M | Sell |
27,643
-680
| -2% | -$102K | 2.8% | 9 |
|
|
2018
Q3 | $5.02M | Sell |
28,323
-85
| -0.3% | -$15.1K | 2.9% | 9 |
|
|
2018
Q2 | $4.62M | Buy |
28,408
+744
| +3% | +$121K | 2.69% | 9 |
|
|
2018
Q1 | $4.29M | Sell |
27,664
-726
| -3% | -$113K | 2.52% | 11 |
|
|
2017
Q4 | $4.34M | Sell |
28,390
-3,467
| -11% | -$530K | 2.48% | 12 |
|
|
2017
Q3 | $4.57M | Sell |
31,857
-1,503
| -5% | -$216K | 2.5% | 12 |
|
|
2017
Q2 | $4.57M | Sell |
33,360
-2,365
| -7% | -$324K | 2.55% | 12 |
|
|
2017
Q1 | $4.7M | Sell |
35,725
-10,724
| -23% | -$1.41M | 2.64% | 11 |
|
|
2016
Q4 | $5.66M | Sell |
46,449
-504
| -1% | -$61.4K | 3.27% | 7 |
|
|
2016
Q3 | $5.71M | Sell |
46,953
-504
| -1% | -$61.3K | 3.53% | 6 |
|
|
2016
Q2 | $5.53M | Sell |
47,457
-3,824
| -7% | -$446K | 3.48% | 6 |
|
|
2016
Q1 | $5.94M | Sell |
51,281
-7,884
| -13% | -$914K | 3.8% | 7 |
|
|
2015
Q4 | $6.85M | Buy |
+59,165
| New | +$6.85M | 4.06% | 5 |
|