Financial Architects (New Jersey)’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 | $390K | Sell |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $314K | Buy |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $173K | Buy |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Buy |
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