CWA
IVV icon

Constellation Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Constellation Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$29.5M Buy
153,010
+2,257
+1% +$435K 3.27% 7
2015
Q2 		$31.2M Sell
150,753
-2,028
-1% -$420K 2.65% 7
2015
Q1 		$31.8M Sell
152,781
-672,777
-81% -$140M 2.79% 7
2014
Q4 		$171M Buy
+825,558
New +$171M 14.2% 1