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
2025
Q2
$591K Buy
2025
Q1
$489K Hold
2024
Q4
$513K Hold
2024
Q3
$502K Sell
2024
Q2
$480K Hold
2024
Q1
$462K Hold
2023
Q4
$419K Buy
2023
Q3
$375K Hold
2023
Q2
$402K Buy