Marcuard Family Office’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
$8.92M Buy
2014
Q2
$5.91M Buy
2014
Q1
$4.7M Hold
2013
Q4
$4.64M Hold
2013
Q3
$4.22M Hold
2013
Q2
$4.02M Buy