Avidian Wealth Enterprises’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
$305K Buy
2020
Q2
$293K Buy
2020
Q1
$258K Sell
2019
Q4
$696K Sell
2019
Q3
$665K Sell
2019
Q2
$39M Buy
2019
Q1
$23.6M Buy
2018
Q4
$16.2M Sell
2018
Q3
$23.9M Sell
2018
Q2
$22.7M Buy
2018
Q1
$22.3M Buy
2017
Q4
$22.5K Buy
2017
Q3
$19.6M Buy