Confluence Wealth Services’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
2022
Q1
Sell
-833
Closed -$63K 690
2021
Q4
$63K Buy
+833
New +$63K 0.02% 418