Sanibel Captiva Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
5,620
+614
| +12% | +$381K | 0.11% | 138 |
|
|
2025
Q1 | $2.81M | Hold |
5,006
| – | – | 0.09% | 147 |
|
|
2024
Q4 | $2.95M | Buy |
5,006
+589
| +13% | +$347K | 0.09% | 139 |
|
|
2024
Q3 | $2.55M | Hold |
4,417
| – | – | 0.08% | 151 |
|
|
2024
Q2 | $2.42M | Sell |
4,417
-75
| -2% | -$41K | 0.08% | 148 |
|
|
2024
Q1 | $2.36M | Buy |
4,492
+761
| +20% | +$400K | 0.08% | 141 |
|
|
2023
Q4 | $1.78M | Buy |
+3,731
| New | +$1.78M | 0.07% | 154 |
|