Lodestar Investment Counsel’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
2019
Q2
$637K Hold
2019
Q1
$615K Hold
2018
Q4
$544K Hold
2018
Q3
$633K Hold
2018
Q2
$590K Buy
2015
Q3
Sell
2015
Q2
$213K Sell
2015
Q1
$256K Buy