SB
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Simmons Bank’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
$11.2M Buy
18,102
+42
+0.2% +$26.1K 0.8% 27
2025
Q1
$10.1M Sell
18,060
-68
-0.4% -$38.2K 0.77% 30
2024
Q4
$10.7M Sell
18,128
-70
-0.4% -$41.2K 0.78% 29
2024
Q3
$10.5M Buy
18,198
+11
+0.1% +$6.35K 0.76% 32
2024
Q2
$9.95M Buy
18,187
+2,277
+14% +$1.25M 0.75% 34
2024
Q1
$8.36M Buy
15,910
+90
+0.6% +$47.3K 0.63% 41
2023
Q4
$7.56M Sell
15,820
-1,043
-6% -$498K 0.62% 44
2023
Q3
$7.24M Buy
16,863
+1,496
+10% +$642K 0.64% 43
2023
Q2
$6.85M Sell
15,367
-368
-2% -$164K 0.58% 43
2023
Q1
$6.47M Buy
15,735
+325
+2% +$134K 0.55% 45
2022
Q4
$5.92M Sell
15,410
-729
-5% -$280K 0.51% 54
2022
Q3
$5.79M Buy
16,139
+678
+4% +$243K 0.54% 46
2022
Q2
$5.86M Sell
15,461
-180
-1% -$68.2K 0.51% 48
2022
Q1
$7.1M Sell
15,641
-15
-0.1% -$6.81K 0.53% 46
2021
Q4
$7.47M Sell
15,656
-207
-1% -$98.7K 0.52% 52
2021
Q3
$6.83M Buy
15,863
+313
+2% +$135K 0.5% 53
2021
Q2
$6.69M Sell
15,550
-13
-0.1% -$5.59K 0.48% 56
2021
Q1
$6.19M Sell
15,563
-103
-0.7% -$41K 0.47% 54
2020
Q4
$5.88M Sell
15,666
-510
-3% -$191K 0.47% 55
2020
Q3
$5.44M Sell
16,176
-175
-1% -$58.8K 0.45% 57
2020
Q2
$5.06M Hold
16,351
0.42% 59
2020
Q1
$4.23M Sell
16,351
-5
-0% -$1.29K 0.37% 61
2019
Q4
$5.29M Sell
16,356
-120
-0.7% -$38.8K 0.47% 51
2019
Q3
$4.92M Buy
16,476
+1,413
+9% +$422K 0.48% 44
2019
Q2
$4.44M Sell
15,063
-218
-1% -$64.3K 0.43% 51
2019
Q1
$4.35M Buy
15,281
+776
+5% +$221K 0.42% 53
2018
Q4
$3.65M Sell
14,505
-25
-0.2% -$6.29K 0.41% 52
2018
Q3
$4.25M Buy
14,530
+1,447
+11% +$424K 0.42% 52
2018
Q2
$3.57M Sell
13,083
-992
-7% -$271K 0.32% 64
2018
Q1
$3.74M Buy
14,075
+835
+6% +$222K 0.34% 55
2017
Q4
$3.56M Sell
13,240
-9
-0.1% -$2.42K 0.36% 54
2017
Q3
$3.35M Buy
13,249
+295
+2% +$74.6K 0.35% 55
2017
Q2
$3.15M Hold
12,954
0.35% 56
2017
Q1
$3.07M Sell
12,954
-22
-0.2% -$5.22K 0.34% 57
2016
Q4
$2.92M Sell
12,976
-100
-0.8% -$22.5K 0.33% 63
2016
Q3
$2.85M Buy
13,076
+490
+4% +$107K 0.31% 65
2016
Q2
$2.65M Buy
12,586
+200
+2% +$42.1K 0.29% 67
2016
Q1
$2.56M Buy
+12,386
New +$2.56M 0.29% 68