DHK Financial Advisors’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
2024
Q2
Sell
2024
Q1
$1.88M Sell
2023
Q4
$1.89M Buy
2023
Q3
$1.67M Sell
2023
Q2
$1.81M Hold
2023
Q1
$1.7M Buy