McAdams Wright Ragen’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$676K Buy
3,412
+110
+3% +$21.8K 0.04% 231
2014
Q2
$650K Buy
3,302
+125
+4% +$24.6K 0.04% 232
2014
Q1
$597K Buy
+3,177
New +$597K 0.04% 225