Cleary Gull Holdings’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
2016
Q1
$748K Sell
2015
Q4
$793K Hold
2015
Q3
$746K Buy
2015
Q2
$750K Buy