Sequoia Wealth 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
2019
Q4
Sell
2019
Q3
$3.06M Buy
2019
Q2
$2.65M Sell
2019
Q1
$2.64M Buy
2018
Q4
$2.22M Sell
2018
Q3
$3.07M Buy
2018
Q2
$2.88M Buy
2018
Q1
$2.68M Buy
2017
Q4
$2.53M Buy