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Sound View Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$544K Buy
1,913
+1
+0.1% +$284 0.17% 134
2018
Q4
$481K Buy
+1,912
New +$481K 0.17% 130