Focus Financial Network’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,795
| Closed | -$1.08M | – | 688 |
|
|
2023
Q4 | $1.08M | Buy |
+12,795
| New | +$1.08M | 0.04% | 303 |
|
|
2022
Q1 | – | Sell |
-8,532
| Closed | -$651K | – | 564 |
|
|
2021
Q4 | $651K | Buy |
8,532
+103
| +1% | +$7.86K | 0.1% | 187 |
|
|
2021
Q3 | $597K | Buy |
8,429
+22
| +0.3% | +$1.56K | 0.08% | 220 |
|
|
2021
Q2 | $605K | Buy |
8,407
+1,693
| +25% | +$122K | 0.08% | 230 |
|
|
2021
Q1 | $463K | Buy |
+6,714
| New | +$463K | 0.05% | 270 |
|