SNBOSD
Security National Bank of So Dak’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
930
-1,146
| -55% | -$712K | 0.31% | 71 |
|
|
2025
Q1 | $1.17M | Sell |
2,076
-39
| -2% | -$21.9K | 0.66% | 55 |
|
|
2024
Q4 | $1.25M | Buy |
2,115
+28
| +1% | +$16.5K | 0.69% | 52 |
|
|
2024
Q3 | $1.2M | Buy |
+2,087
| New | +$1.2M | 0.67% | 52 |
|
|
2022
Q1 | – | Sell |
-1,772
| Closed | -$845K | – | 106 |
|
|
2021
Q4 | $845K | Buy |
+1,772
| New | +$845K | 0.57% | 55 |
|
|
2019
Q1 | – | Sell |
-1,437
| Closed | -$362K | – | 81 |
|
|
2018
Q4 | $362K | Buy |
+1,437
| New | +$362K | 0.47% | 65 |
|
|
2017
Q1 | – | Sell |
-2,020
| Closed | -$454K | – | 88 |
|
|
2016
Q4 | $454K | Buy |
+2,020
| New | +$454K | 0.55% | 67 |
|