Bridge Advisory’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
2024
Q2
Sell
-57,266
Closed -$5.18M 103
2024
Q1
$5.18M Buy
57,266
+26,060
+84% +$2.36M 2.57% 9
2023
Q4
$2.63M Buy
+31,206
New +$2.63M 1.32% 21