Aris Wealth Services’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
2015
Q3
$903K Buy
2015
Q2
$801K Buy
2015
Q1
$791K Buy
2014
Q4
$693K Buy
2014
Q3
$594K Buy
2014
Q2
$452K Sell
2014
Q1
$1.37M Buy