DHK Financial Advisors’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
Q2 | – | Sell |
-20,800
| Closed | -$1.88M | – | 84 |
|
|
2024
Q1 | $1.88M | Sell |
20,800
-1,641
| -7% | -$148K | 1.33% | 21 |
|
|
2023
Q4 | $1.89M | Buy |
22,441
+238
| +1% | +$20.1K | 1.42% | 19 |
|
|
2023
Q3 | $1.67M | Sell |
22,203
-877
| -4% | -$65.8K | 1.48% | 17 |
|
|
2023
Q2 | $1.81M | Hold |
23,080
| – | – | 1.54% | 16 |
|
|
2023
Q1 | $1.7M | Buy |
+23,080
| New | +$1.7M | 2.12% | 13 |
|