SWMG
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Signature Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Signature Wealth Management Group’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-211
Closed -$58K – 339
2018
Q2 		$58K Hold
211
– – 0.04% 96
2018
Q1 		$56K Hold
211
– – 0.04% 96
2017
Q4 		$57K Buy
+211
New +$57K 0.04% 97