Barber Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $545K | Buy |
7,382
+2,255
| +44% | +$166K | 0.1% | 73 |
|
|
2022
Q4 | $362K | Sell |
5,127
-222
| -4% | -$15.7K | 0.1% | 89 |
|
|
2022
Q3 | $335K | Hold |
5,349
| – | – | 0.1% | 91 |
|
|
2022
Q2 | $358K | Sell |
5,349
-3,251
| -38% | -$218K | 0.06% | 92 |
|
|
2022
Q1 | $653K | Sell |
8,600
-2,291
| -21% | -$174K | 0.09% | 63 |
|
|
2021
Q4 | $831K | Buy |
10,891
+4,349
| +66% | +$332K | 0.1% | 68 |
|
|
2021
Q3 | $464K | Buy |
6,542
+233
| +4% | +$16.5K | 0.06% | 91 |
|
|
2021
Q2 | $454K | Buy |
+6,309
| New | +$454K | 0.06% | 93 |
|