Smith Hayes Advisers’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
2016
Q1
$209K Sell
2015
Q4
$213K Buy
2015
Q3
Sell
2015
Q2
$206K Sell
2015
Q1
$227K Buy
2014
Q4
$201K Sell
2014
Q3
$235K Sell
2014
Q2
$241K Buy