Smith Capital 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
2020
Q3
$17.9M Buy
2020
Q2
$16.4M Buy
2020
Q1
$13.2M Buy
2019
Q4
$15.7M Buy
2019
Q3
$14.3M Buy
2019
Q2
$14.1M Buy
2019
Q1
$12.9M Buy
2018
Q4
$10.7M Buy