DGS Capital Management’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
Q4 | $539K | Buy |
5,825
+402
| +7% | +$37.2K | 0.14% | 142 |
|
|
2024
Q3 | $518K | Sell |
5,423
-227
| -4% | -$21.7K | 0.14% | 153 |
|
|
2024
Q2 | $498K | Buy |
5,650
+1,802
| +47% | +$159K | 0.14% | 141 |
|
|
2024
Q1 | $348K | Buy |
3,848
+153
| +4% | +$13.8K | 0.1% | 186 |
|
|
2023
Q4 | $312K | Sell |
3,695
-22
| -0.6% | -$1.86K | 0.12% | 161 |
|
|
2023
Q3 | $277K | Buy |
3,717
+437
| +13% | +$32.6K | 0.14% | 163 |
|
|
2023
Q2 | $257K | Buy |
+3,280
| New | +$257K | 0.13% | 178 |
|