KIA
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King Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-1,266
Closed -$238K 115
2014
Q1
$238K Sell
1,266
-534
-30% -$100K 0.11% 100
2013
Q4
$334K Buy
1,800
+490
+37% +$90.9K 0.15% 92
2013
Q3
$221K Buy
+1,310
New +$221K 0.1% 121