SB
Sunflower 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 | $2.3M | Sell |
3,699
-93
| -2% | -$57.7K | 0.58% | 21 |
|
|
2025
Q1 | $2.13M | Buy |
3,792
+73
| +2% | +$41K | 0.6% | 17 |
|
|
2024
Q4 | $2.19M | Hold |
3,719
| – | – | 0.61% | 19 |
|
|
2024
Q3 | $2.15M | Hold |
3,719
| – | – | 0.59% | 19 |
|
|
2024
Q2 | $2.04M | Sell |
3,719
-15
| -0.4% | -$8.21K | 0.48% | 20 |
|
|
2024
Q1 | $1.96M | Sell |
3,734
-21
| -0.6% | -$11K | 0.44% | 22 |
|
|
2023
Q4 | $1.79M | Sell |
3,755
-37
| -1% | -$17.7K | 0.41% | 22 |
|
|
2023
Q3 | $1.63M | Sell |
3,792
-36
| -0.9% | -$15.5K | 0.39% | 23 |
|
|
2023
Q2 | $1.71M | Hold |
3,828
| – | – | 0.4% | 25 |
|
|
2023
Q1 | $1.57M | Sell |
3,828
-88
| -2% | -$36.2K | 0.36% | 27 |
|
|
2022
Q4 | $1.51M | Hold |
3,916
| – | – | 0.33% | 27 |
|
|
2022
Q3 | $1.4M | Sell |
3,916
-1,950
| -33% | -$699K | 0.32% | 30 |
|
|
2022
Q2 | $2.22M | Sell |
5,866
-1,985
| -25% | -$753K | 0.44% | 25 |
|
|
2022
Q1 | $3.56M | Hold |
7,851
| – | – | 0.48% | 28 |
|
|
2021
Q4 | $3.75M | Buy |
7,851
+150
| +2% | +$71.6K | 0.51% | 26 |
|
|
2021
Q3 | $3.32M | Sell |
7,701
-2,500
| -25% | -$1.08M | 0.47% | 31 |
|
|
2021
Q2 | $4.39M | Hold |
10,201
| – | – | 0.67% | 26 |
|
|
2021
Q1 | $4.06M | Hold |
10,201
| – | – | 0.66% | 27 |
|
|
2020
Q4 | $3.83M | Buy |
+10,201
| New | +$3.83M | 0.66% | 27 |
|