CG
Clifford Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
3,819
| – | – | 0.3% | 48 |
|
|
2025
Q1 | $352K | Hold |
3,819
| – | – | 0.33% | 49 |
|
|
2024
Q4 | $354K | Hold |
3,819
| – | – | 0.27% | 53 |
|
|
2024
Q3 | $365K | Hold |
3,819
| – | – | 0.28% | 55 |
|
|
2024
Q2 | $337K | Sell |
3,819
-150
| -4% | -$13.2K | 0.27% | 55 |
|
|
2024
Q1 | $359K | Sell |
3,969
-330
| -8% | -$29.8K | 0.3% | 53 |
|
|
2023
Q4 | $363K | Buy |
4,299
+330
| +8% | +$27.8K | 0.34% | 52 |
|
|
2023
Q3 | $296K | Hold |
3,969
| – | – | 0.32% | 56 |
|
|
2023
Q2 | $311K | Sell |
3,969
-100
| -2% | -$7.83K | 0.33% | 55 |
|
|
2023
Q1 | $300K | Sell |
4,069
-81
| -2% | -$5.98K | 0.36% | 55 |
|
|
2022
Q4 | $293K | Buy |
+4,150
| New | +$293K | 0.37% | 64 |
|