CIA
Cascade Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-900
| Closed | -$66.4K | – | 158 |
|
|
2023
Q1 | $66.4K | Buy |
+900
| New | +$66.4K | 0.05% | 131 |
|
|
2022
Q3 | – | Sell |
-900
| Closed | -$60.2K | – | 159 |
|
|
2022
Q2 | $60.2K | Hold |
900
| – | – | 0.05% | 140 |
|
|
2022
Q1 | $68.3K | Hold |
900
| – | – | 0.04% | 148 |
|
|
2021
Q4 | $68.7K | Hold |
900
| – | – | 0.04% | 150 |
|
|
2021
Q3 | $63.8K | Hold |
900
| – | – | 0.04% | 149 |
|
|
2021
Q2 | $64.8K | Hold |
900
| – | – | 0.04% | 148 |
|
|
2021
Q1 | $62K | Sell |
900
-60
| -6% | -$4.13K | 0.04% | 150 |
|
|
2020
Q4 | $59.7K | Hold |
960
| – | – | 0.04% | 149 |
|
|
2020
Q3 | $52.1K | Hold |
960
| – | – | 0.04% | 148 |
|
|
2020
Q2 | $50.1K | Hold |
960
| – | – | 0.05% | 141 |
|
|
2020
Q1 | $44.3K | Hold |
960
| – | – | 0.05% | 140 |
|
|
2019
Q4 | $60.5K | Hold |
960
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $55.5K | Hold |
960
| – | – | 0.04% | 143 |
|
|
2019
Q2 | $54.4K | Buy |
+960
| New | +$54.4K | 0.05% | 134 |
|