Stokes & Hubbell 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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2019
         Q1  | $6.09M | Buy | 
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        2018
         Q4  | $5.25M | Buy | 
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        2018
         Q3  | $6.07M | Buy | 
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| 
        
          
      
        2018
         Q2  | $4.91M | Buy | 
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| 
        
          
      
        2018
         Q1  | $4.34M | Buy | 
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| 
        
          
      
        2017
         Q4  | $3.13M | Buy | 
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        2017
         Q3  | $2.64M | Buy | 
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| 
        
          
      
        2017
         Q2  | $2.49M | Buy | 
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| 
        
          
      
        2017
         Q1  | $2.33M | Buy | 
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        2016
         Q4  | $2.05M | Buy | 
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| 
        
          
      
        2016
         Q3  | $1.84M | Buy | 
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| 
        
          
      
        2016
         Q2  | $1.75M | Buy | 
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| 
        
          
      
        2016
         Q1  | $1.36M | Buy | 
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        2015
         Q4  | $1.05M | Buy | 
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| 
        
          
      
        2015
         Q3  | $855K | Buy | 
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