Security National Bank’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 | $7.39M | Sell |
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|
2025
Q2 | $6.9M | Buy |
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|
2025
Q1 | $5.07M | Sell |
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|
2024
Q4 | $146M | Sell |
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|
2024
Q3 | $157M | Hold |
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|
2024
Q2 | $149M | Hold |
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|
2024
Q1 | $143M | Buy |
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|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $646K | Hold |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $550K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $326K | Hold |
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|
2019
Q1 | $315K | Buy |
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