Biegel & Waller’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.47M | Buy |
146,468
+55,381
| +61% | +$3.2M | 4.74% | 7 |
|
|
2019
Q2 | $5.16M | Sell |
91,087
-2,431
| -3% | -$138K | 2.64% | 13 |
|
|
2019
Q1 | $5.13M | Buy |
93,518
+1,007
| +1% | +$55.2K | 2.64% | 13 |
|
|
2018
Q4 | $4.54M | Buy |
92,511
+9,967
| +12% | +$489K | 2.68% | 12 |
|
|
2018
Q3 | $4.65M | Buy |
82,544
+10,641
| +15% | +$600K | 2.69% | 12 |
|
|
2018
Q2 | $3.86M | Buy |
71,903
+3,470
| +5% | +$186K | 2.4% | 11 |
|
|
2018
Q1 | $3.64M | Buy |
68,433
+14,162
| +26% | +$752K | 2.31% | 12 |
|
|
2017
Q4 | $3.01M | Buy |
+54,271
| New | +$3.01M | 1.75% | 13 |
|