Hefty Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$3.4M	Buy
2017 Q4	$2.84M	Buy
2017 Q3	$2.56M	Sell
2017 Q2	$2.54M	Buy
2017 Q1	$2.12M	Sell
2016 Q4	$2.02M	Buy
2016 Q3	$1.89M	Buy
2016 Q2	$1.7M	Buy
2016 Q1	$1.49M	Sell
2015 Q4	$2.97M	Buy