STAR Financial Bank’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 | $1.89M | Buy |
3,041
+120
| +4% | +$74.5K | 1.2% | 30 |
|
|
2025
Q1 | $1.64M | Buy |
2,921
+1,452
| +99% | +$816K | 1.2% | 26 |
|
|
2024
Q4 | $865K | Sell |
1,469
-650
| -31% | -$383K | 0.62% | 39 |
|
|
2024
Q3 | $1.22M | Sell |
2,119
-551
| -21% | -$318K | 0.82% | 35 |
|
|
2024
Q2 | $1.46M | Sell |
2,670
-550
| -17% | -$301K | 1.13% | 21 |
|
|
2024
Q1 | $1.69M | Hold |
3,220
| – | – | 1.45% | 16 |
|
|
2023
Q4 | $1.54M | Buy |
3,220
+1,996
| +163% | +$953K | 1.4% | 16 |
|
|
2023
Q3 | $526K | Sell |
1,224
-31
| -2% | -$13.3K | 0.54% | 45 |
|
|
2023
Q2 | $559K | Sell |
1,255
-51
| -4% | -$22.7K | 0.52% | 47 |
|
|
2023
Q1 | $537K | Sell |
1,306
-10
| -0.8% | -$4.11K | 0.52% | 47 |
|
|
2022
Q4 | $506K | Buy |
+1,316
| New | +$506K | 0.5% | 51 |
|