Union Savings 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $636K | Buy |
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|
2025
Q4 | $638K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $489K | Hold |
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|
2024
Q4 | $513K | Hold |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $480K | Hold |
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|
2024
Q1 | $462K | Hold |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $402K | Buy |
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