Cornerstone Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$243K Buy
2022
Q1
Sell
2021
Q4
$250K Buy
2019
Q2
Sell
2019
Q1
$485K Buy
2018
Q4
Sell
2018
Q3
$32.1M Buy
2018
Q2
$10.8M Buy
2018
Q1
$2.58M Buy
2017
Q4
$2.49M Buy
2017
Q3
$1.69M Sell
2017
Q2
$1.76M Buy
2017
Q1
$1.24M Buy