Willow Street Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
$610K Buy
3,286
+150
+5% +$27.8K 0.34% 81
2013
Q3
$530K Buy
3,136
+2,319
+284% +$392K 0.33% 88
2013
Q2
$463K Buy
+817
New +$463K 0.3% 93