Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $746K | Buy |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $598K | Sell |
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|
2020
Q1 | $586K | Buy |
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|
2019
Q4 | $720K | Buy |
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