Independent Portfolio Consultants’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
2017
Q2
$370K Buy
2015
Q3
Sell
2015
Q2
$21K Hold
2015
Q1
$21K Sell
2014
Q4
$76K Buy
2014
Q3
$68K Buy
2014
Q2
$20K Buy