Center for Financial Planning’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
2023
Q3
Sell
-66
Closed -$5.17K 549
2023
Q2
$5.17K Buy
+66
New +$5.17K ﹤0.01% 445
2021
Q2
Sell
-367
Closed -$25K 520
2021
Q1
$25K Buy
+367
New +$25K 0.01% 285