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Cleary Gull Holdings’s iShares Core S&P 500 ETF IVV Stock Holding History

Cleary Gull Holdings’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$748K Sell
3,620
-250
-6% -$51.7K 0.51% 14
2015
Q4 		$793K Hold
3,870
– – 0.47% 13
2015
Q3 		$746K Buy
3,870
+250
+7% +$48.2K 0.56% 13
2015
Q2 		$750K Buy
+3,620
New +$750K 0.57% 13