Kovitz Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Kovitz Investment Group’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
2015 Q4	$1.02M	Sell
2015 Q3	$993K	Sell
2015 Q2	$1.27M	Sell
2015 Q1	$1.45M	Buy
2014 Q4	$463K	Buy
2014 Q2	–	Sell
2014 Q1	$209K	Buy
2013 Q3	–	Sell
2013 Q2	$204K	Buy