Plimoth Trust’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 | $815K | Sell |
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|
2025
Q2 | $757K | Buy |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $581K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $605K | Sell |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | $627K | Sell |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $566K | Sell |
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|
2020
Q3 | $507K | Sell |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $571K | Buy |
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|
2019
Q4 | $708K | Sell |
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|
2019
Q3 | $661K | Sell |
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|
2019
Q2 | $2.03M | Sell |
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|
2019
Q1 | $1.97M | Buy |
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|
2018
Q4 | $640K | Buy |
|