OPWM
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Oak Point Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Oak Point Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$3.37M Buy
12,989
+3,443
+36% +$894K 3.44% 2
2017
Q4 		$2.57M Buy
+9,546
New +$2.57M 2.53% 7