RJA
Robshaw & Julian Associates’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
Q2 | $601K | Buy |
2,471
+125
| +5% | +$30.4K | 0.43% | 39 |
|
|
2017
Q1 | $557K | Hold |
2,346
| – | – | 0.4% | 37 |
|
|
2016
Q4 | $528K | Buy |
2,346
+285
| +14% | +$64.1K | 0.39% | 39 |
|
|
2016
Q3 | $448K | Hold |
2,061
| – | – | 0.33% | 40 |
|
|
2016
Q2 | $434K | Hold |
2,061
| – | – | 0.33% | 41 |
|
|
2016
Q1 | $426K | Hold |
2,061
| – | – | 0.32% | 42 |
|
|
2015
Q4 | $422K | Buy |
+2,061
| New | +$422K | 0.33% | 40 |
|