Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.9K | Hold |
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|
2025
Q2 | $49.1K | Hold |
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|
2025
Q1 | $47.9K | Hold |
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|
2024
Q4 | $48.1K | Hold |
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|
2024
Q3 | $49.6K | Buy |
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|
2024
Q2 | $39.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.11K | Hold |
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|
2023
Q2 | $6.4K | Hold |
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|
2023
Q1 | $6.02K | Buy |
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|
2022
Q4 | $5.38K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $4K | Buy |
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