Angeles Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,672
| Closed | -$204K | – | 164 |
|
|
2021
Q4 | $204K | Hold |
2,672
| – | – | 0.01% | 204 |
|
|
2021
Q3 | $189K | Buy |
+2,672
| New | +$189K | 0.01% | 222 |
|
|
2021
Q2 | – | Sell |
-4,421
| Closed | -$305K | – | 130 |
|
|
2021
Q1 | $305K | Buy |
+4,421
| New | +$305K | 0.02% | 89 |
|
|
2020
Q4 | – | Sell |
-7,902
| Closed | -$429K | – | 113 |
|
|
2020
Q3 | $429K | Hold |
7,902
| – | – | 0.05% | 71 |
|
|
2020
Q2 | $413K | Sell |
7,902
-328
| -4% | -$17.1K | 0.06% | 61 |
|
|
2020
Q1 | $430K | Buy |
+8,230
| New | +$430K | 0.12% | 58 |
|