KMS Financial Services’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
2014
Q3
$5.04M Sell
2014
Q2
$5.62M Buy
2014
Q1
$4.42M Buy
2013
Q4
$4.15M Buy
2013
Q3
$2.83M Sell
2013
Q2
$2.99M Buy