RSA
Robertson Stephens Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.82M | Buy |
15,099
+224
| +2% | +$56.7K | 3.29% | 10 |
|
|
2017
Q2 | $3.62M | Sell |
14,875
-2,679
| -15% | -$652K | 3.25% | 11 |
|
|
2017
Q1 | $3.86M | Buy |
17,554
+2,792
| +19% | +$614K | 3.45% | 7 |
|
|
2016
Q4 | $3.32M | Buy |
+14,762
| New | +$3.32M | 1.89% | 15 |
|