Barber Financial Group’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
$545K Buy
2022
Q4
$362K Sell
2022
Q3
$335K Hold
2022
Q2
$358K Sell
2022
Q1
$653K Sell
2021
Q4
$831K Buy
2021
Q3
$464K Buy
2021
Q2
$454K Buy