MD Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$60.4M	Sell	126,523 -84,598	-40%	-$40.4M	1.45%	25
2021 Q3	$91M	Buy	+211,121	New	+$91M	2.3%	12