Perkins Coie Trust Company’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 | $183K | Hold |
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|
2025
Q2 | $170K | Hold |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $149K | Hold |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $60.8K | Hold |
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|
2022
Q4 | $56.9K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $64K | Hold |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $38K | Hold |
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|
2019
Q4 | $48K | Hold |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $39K | Hold |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $37K | Hold |
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|
2017
Q2 | $36K | Buy |
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