Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $814K | Sell |
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|
2022
Q4 | $792K | Sell |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $764K | Sell |
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|
2022
Q1 | $904K | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $936K | Buy |
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|
2020
Q3 | $789K | Buy |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $793K | Buy |
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|
2019
Q3 | $712K | Buy |
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|
2019
Q2 | $607K | Buy |
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|
2019
Q1 | $392K | Buy |
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