Robshaw & Julian Associates’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
2017
Q2
$601K Buy
2017
Q1
$557K Hold
2016
Q4
$528K Buy
2016
Q3
$448K Hold
2016
Q2
$434K Hold
2016
Q1
$426K Hold
2015
Q4
$422K Buy