Central Valley Advisors’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
-4,978
Closed -$450K 161
2024
Q1
$450K Buy
4,978
+18
+0.4% +$1.63K 0.23% 86
2023
Q4
$418K Buy
+4,960
New +$418K 0.25% 91