Crestone Asset Management’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
2017
Q2
Sell
2017
Q1
$359K Hold
2016
Q4
$341K Buy
2016
Q3
$324K Sell
2016
Q2
$411K Sell
2016
Q1
$503K Sell
2015
Q4
$557K Buy