Advocacy Wealth Management Services’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
2020
Q4
Sell
2020
Q3
$1.24M Buy
2020
Q2
$940K Sell
2020
Q1
$949K Buy
2019
Q4
$493K Buy
2019
Q3
$231K Buy
2018
Q2
Sell
2018
Q1
$4K Hold
2017
Q4
$4K Buy