Endurance 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
Q2 | $1.84M | Hold |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $6.74M | Sell |
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|
2021
Q3 | $6.89M | Buy |
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|
2021
Q2 | $6.92M | Buy |
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|
2021
Q1 | $6.61M | Buy |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $4.29M | Hold |
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|
2020
Q2 | $4.13M | Sell |
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|
2020
Q1 | $3.77M | Buy |
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|
2019
Q4 | $5.05M | Buy |
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|
2019
Q3 | $4.07M | Hold |
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|
2019
Q2 | $3.99M | Buy |
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|
2019
Q1 | $3.6M | Buy |
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|
2018
Q4 | $2.79M | Buy |
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