WealthTrust Fairport’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
$295K Buy
2018
Q4
$168K Sell
2018
Q3
$238K Sell
2018
Q2
$2.3M Sell
2018
Q1
$2.33M Buy
2017
Q4
$201K Buy
2015
Q1
Sell
2014
Q4
$21K Buy