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Atticus Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atticus Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-75
Closed -$5K – 590
2022
Q3 		$5K Hold
75
– – ﹤0.01% 437
2022
Q2 		$5K Sell
75
-788
-91% -$52.5K ﹤0.01% 469
2022
Q1 		$65K Buy
+863
New +$65K 0.02% 226