Clear Point Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11
Closed -$1.02K 324
2024
Q3
$1.02K Hold
11
﹤0.01% 480
2024
Q2
$933 Hold
11
﹤0.01% 473
2024
Q1
$953 Buy
11
+1
+10% +$87 ﹤0.01% 468
2023
Q4
$884 Buy
+10
New +$884 ﹤0.01% 455