Constellation 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
2015
Q3
$29.5M Buy
2015
Q2
$31.2M Sell
2015
Q1
$31.8M Sell
2014
Q4
$171M Buy