Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $848K | Hold |
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|
2021
Q2 | $861K | Sell |
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|
2021
Q1 | $837K | Buy |
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|
2020
Q4 | $735K | Buy |
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|
2020
Q3 | $637K | Buy |
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|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $669K | Buy |
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|
2019
Q4 | $865K | Buy |
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|
2019
Q3 | $773K | Hold |
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|
2019
Q2 | $758K | Buy |
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|
2019
Q1 | $642K | Buy |
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|
2018
Q4 | $488K | Buy |
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|
2018
Q3 | $542K | Hold |
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|
2018
Q2 | $516K | Buy |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $236K | Hold |
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|
2017
Q3 | $226K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $215K | Buy |
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|
2016
Q4 | $110K | Buy |
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