Tompkins Financial’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 | $2.56M | Buy |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.3M | Hold |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $133K | Hold |
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|
2021
Q3 | $120K | Buy |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $112K | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $267K | Buy |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.04M | Hold |
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|
2019
Q1 | $1.01M | Hold |
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|
2018
Q4 | $890K | Sell |
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|
2018
Q3 | $1.05M | Hold |
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|
2018
Q2 | $977K | Hold |
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|
2018
Q1 | $949K | Hold |
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|
2017
Q4 | $962K | Buy |
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|
2017
Q3 | $895K | Buy |
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|
2017
Q2 | $832K | Buy |
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|
2017
Q1 | $803K | Hold |
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|
2016
Q4 | $761K | Buy |
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|
2016
Q3 | $717K | Hold |
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|
2016
Q2 | $694K | Hold |
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|
2016
Q1 | $681K | Hold |
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|
2015
Q4 | $675K | Hold |
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|
2015
Q3 | $635K | Sell |
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|
2015
Q2 | $794K | Buy |
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|
2015
Q1 | $685K | Sell |
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|
2014
Q4 | $811K | Buy |
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|
2014
Q3 | $654K | Hold |
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|
2014
Q2 | $650K | Buy |
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|
2014
Q1 | $85K | Sell |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $80K | Hold |
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|
2013
Q2 | $76K | Buy |
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