Biegel & Waller’s iShares Core S&P 500 ETF IVV Stock Holding History

Biegel & Waller’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
2019 Q3	$2.8M	Sell
2019 Q2	$2.77M	Sell
2019 Q1	$2.73M	Buy
2018 Q4	$703K	Buy
2018 Q3	$615K	Sell
2018 Q2	$587K	Buy
2018 Q1	$544K	Buy
2017 Q4	$280K	Hold
2017 Q3	$263K	Buy