Integrated Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Integrated Wealth Management’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
2017 Q1	$4.19M	Buy
2016 Q4	$3.29M	Buy
2016 Q3	$3.08M	Sell
2016 Q2	$3.06M	Buy
2016 Q1	$2.97M	Sell
2015 Q4	$3.16M	Buy
2015 Q3	$2.45M	Sell
2015 Q2	$2.68M	Sell
2015 Q1	$2.96M	Buy