Cape Investment 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
Q1
Sell
-165
Closed -$13.9K 1048
2023
Q4
$13.9K Buy
+165
New +$13.9K 0.01% 596