Edge Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$31K | – | 268 |
|
|
2021
Q4 | $31K | Hold |
400
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $28K | Hold |
400
| – | – | 0.01% | 233 |
|
|
2021
Q2 | $29K | Hold |
400
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $28K | Hold |
400
| – | – | 0.01% | 233 |
|
|
2020
Q4 | $25K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2020
Q3 | $22K | Hold |
400
| – | – | 0.01% | 255 |
|
|
2020
Q2 | $21K | Hold |
400
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 321 |
|
|
2019
Q4 | $25K | Buy |
+400
| New | +$25K | 0.01% | 312 |
|