Fiduciary Financial Services of The Southwest’s iShares Core S&P 500 ETF IVV Stock Holding History

Fiduciary Financial Services of The Southwest’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$202K	Buy
2015 Q3	–	Sell
2015 Q2	$392K	Hold
2015 Q1	$393K	Buy
2014 Q4	$373K	Buy
2014 Q3	$339K	Buy
2014 Q2	$306K	Sell
2014 Q1	$296K	Hold
2013 Q4	$292K	Hold
2013 Q3	$266K	Buy
2013 Q2	$241K	Buy