Emerson Investment Management’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
2014
Q4
Sell
-310
Closed -$61K 173
2014
Q3
$61K Buy
+310
New +$61K 0.01% 164