Haberer Registered Investment Advisor’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$201K Hold
2014
Q4
$200K Sell
2014
Q3
$239K Hold
2014
Q2
$237K Hold
2014
Q1
$227K Sell
2013
Q4
$242K Hold
2013
Q3
$220K Hold
2013
Q2
$210K Buy