Appropriate Balance Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Appropriate Balance Financial Services’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$6.11K	Buy
2017 Q2	$5.98K	Hold
2017 Q1	$6.14K	Sell
2016 Q4	$1.4M	Buy
2016 Q3	$590K	Sell
2016 Q2	$604K	Sell
2016 Q1	$867K	Buy