Peoples Financial Services Corp’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 | $513K | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $3.21M | Sell |
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|
2023
Q4 | $2.97M | Sell |
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|
2023
Q3 | $2.69M | Hold |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.81M | Hold |
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|
2022
Q4 | $2.62M | Hold |
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|
2022
Q3 | $2.45M | Hold |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $668K | Hold |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $517K | Hold |
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|
2020
Q4 | $488K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $639K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $531K | Buy |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $16K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $231K | Buy |
|