Emerson Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Emerson Investment Management’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$398K	Buy
2015 Q1	–	Sell
2014 Q4	$207K	Sell
2014 Q3	$332K	Sell
2014 Q2	$330K	Sell
2014 Q1	$343K	Sell
2013 Q4	$359K	Hold
2013 Q3	$325K	Sell
2013 Q2	$322K	Buy