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

Convergent Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$160M	Buy
2015 Q2	$148M	Sell
2015 Q1	$183M	Sell
2014 Q4	$240M	Sell
2014 Q3	$265M	Sell
2014 Q2	$273M	Sell
2014 Q1	$277M	Sell
2013 Q4	$283M	Buy
2013 Q3	$237M	Sell
2013 Q2	$234M	Buy