FWM
FFT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,047
| Closed | -$147K | – | 173 |
|
|
2021
Q2 | $147K | Buy |
+2,047
| New | +$147K | 0.03% | 85 |
|
|
2019
Q3 | – | Sell |
-4,266
| Closed | -$242K | – | 29 |
|
|
2019
Q2 | $242K | Buy |
4,266
+15
| +0.4% | +$851 | 0.09% | 25 |
|
|
2019
Q1 | $233K | Buy |
4,251
+13
| +0.3% | +$713 | 0.09% | 28 |
|
|
2018
Q4 | $208K | Sell |
4,238
-7,983
| -65% | -$392K | 0.09% | 32 |
|
|
2018
Q3 | $689K | Buy |
12,221
+39
| +0.3% | +$2.2K | 0.25% | 26 |
|
|
2018
Q2 | $654K | Buy |
12,182
+4,802
| +65% | +$258K | 0.24% | 26 |
|
|
2018
Q1 | $392K | Buy |
+7,380
| New | +$392K | 0.15% | 27 |
|