Beacon Pointe Wealth Advisors’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
2019
Q4
$29.6M Sell
2019
Q3
$27.7M Buy
2019
Q2
$25M Buy
2019
Q1
$23.8M Buy
2018
Q4
$20.3M Buy