SPC
Salient Private Client’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6.06M | Buy |
20,685
+2,197
| +12% | +$643K | 1.18% | 24 |
|
|
2018
Q2 | $5.05M | Buy |
18,488
+133
| +0.7% | +$36.3K | 0.85% | 36 |
|
|
2018
Q1 | $4.87M | Buy |
18,355
+589
| +3% | +$156K | 0.86% | 44 |
|
|
2017
Q4 | $4.78M | Buy |
+17,766
| New | +$4.78M | 0.98% | 37 |
|