Focused Wealth Management’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 |
-718
| Closed | -$60.5K | – | 530 |
|
|
2023
Q4 | $60.5K | Hold |
718
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $53.6K | Hold |
718
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $56.2K | Hold |
718
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $53K | Hold |
718
| – | – | 0.01% | 299 |
|
|
2022
Q4 | $50.7K | Buy |
+718
| New | +$50.7K | 0.01% | 303 |
|