55I LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.03M | Buy |
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|
2022
Q2 | $2.9M | Sell |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q3 | $2.65M | Sell |
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|
2021
Q2 | $2.86M | Buy |
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|
2021
Q1 | $2.68M | Sell |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $2.26M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $290K | Buy |
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