PacWest Financial Management’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
2016
Q4
$38.8M Sell
2016
Q3
$3.85M Buy
2016
Q2
$3.67M Sell
2016
Q1
$3.61M Buy
2015
Q4
$3.1M Buy
2015
Q3
$2.03M Buy
2015
Q2
$1.18M Hold
2015
Q1
$1.18M Buy
2014
Q4
$499K Buy