Winthrop Partners - WNY’s iShares Core S&P 500 ETF IVV Stock Holding History

Winthrop Partners - WNY’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$2.64M	Buy
2019 Q2	$2.58M	Sell
2019 Q1	$2.59M	Sell
2018 Q4	$7.21M	Buy
2018 Q3	$761K	Buy
2018 Q2	$614K	Buy
2018 Q1	$503K	Buy
2017 Q4	$510K	Buy