F
FutureAdvisor’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $31.4M | Buy |
162,751
+25,687
| +19% | +$4.95M | 5.09% | 4 |
|
|
2015
Q2 | $28.6M | Buy |
137,064
+42,512
| +45% | +$8.88M | 5.02% | 5 |
|
|
2015
Q1 | $19.6M | Buy |
94,552
+33,137
| +54% | +$6.86M | 4.64% | 8 |
|
|
2014
Q4 | $12.7M | Buy |
+61,415
| New | +$12.7M | 4.32% | 9 |
|