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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$3.3M Hold
11,285
1.39% 8
2018
Q2
$3.08M Hold
11,285
0.84% 9
2018
Q1
$3M Buy
11,285
+10
+0.1% +$2.65K 0.76% 8
2017
Q4
$3.03M Buy
+11,275
New +$3.03M 0.7% 8