Anchor Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,880
| Closed | -$502K | – | 249 |
|
|
2020
Q1 | $502K | Hold |
10,880
| – | – | 0.01% | 183 |
|
|
2019
Q4 | $686K | Hold |
10,880
| – | – | 0.01% | 186 |
|
|
2019
Q3 | $629K | Hold |
10,880
| – | – | 0.02% | 191 |
|
|
2019
Q2 | $616K | Hold |
10,880
| – | – | 0.02% | 184 |
|
|
2019
Q1 | $597 | Sell |
10,880
-30,423
| -74% | -$1.67K | 0.01% | 187 |
|
|
2018
Q4 | $2.03M | Buy |
+41,303
| New | +$2.03M | 0.08% | 120 |
|