EWM
EPG Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 439 |
|
|
2024
Q2 | – | Sell |
-659
| Closed | -$59.6K | – | 310 |
|
|
2024
Q1 | $59.6K | Hold |
659
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $55.6K | Hold |
659
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $49.2K | Hold |
659
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $51.6K | Hold |
659
| – | – | 0.02% | 293 |
|
|
2023
Q1 | $48.6K | Hold |
659
| – | – | 0.02% | 297 |
|
|
2022
Q4 | $46.5K | Hold |
659
| – | – | 0.02% | 267 |
|
|
2022
Q3 | $41K | Buy |
+659
| New | +$41K | 0.02% | 271 |
|
|
2022
Q2 | – | Sell |
-920
| Closed | -$70K | – | 307 |
|
|
2022
Q1 | $70K | Hold |
920
| – | – | 0.02% | 275 |
|
|
2021
Q4 | $70K | Hold |
920
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $65K | Buy |
+920
| New | +$65K | 0.03% | 261 |
|
|
2020
Q2 | – | Sell |
-920
| Closed | -$42K | – | 458 |
|
|
2020
Q1 | $42K | Sell |
920
-4,656
| -84% | -$213K | 0.03% | 302 |
|
|
2019
Q4 | $351K | Buy |
+5,576
| New | +$351K | 0.26% | 68 |
|