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Ballast Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ballast Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-99
Closed -$5K – 172
2020
Q3 		$5K Sell
99
-822
-89% -$41.5K ﹤0.01% 162
2020
Q2 		$48K Hold
921
– – 0.03% 121
2020
Q1 		$43K Hold
921
– – 0.04% 115
2019
Q4 		$58K Buy
+921
New +$58K 0.04% 120