Ford Financial Group’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
Q1
Sell
2022
Q4
$432K Sell
2022
Q3
$402K Sell
2022
Q2
$1.07M Sell
2022
Q1
$1.39M Sell
2021
Q4
$2.47K Sell
2021
Q3
$2.47M Buy
2021
Q2
$2.46M Buy
2021
Q1
$2.27M Sell
2020
Q4
$2.21M Sell
2020
Q3
$2.42M Buy
2020
Q2
$2.22M Buy
2020
Q1
$1.89M Buy
2019
Q4
$2.4M Buy
2019
Q3
$2.13M Buy
2019
Q2
$2.03M Sell
2019
Q1
$2.04M Sell
2018
Q4
$1.82M Buy
2018
Q3
$2.03M Buy
2018
Q2
$1.89M Buy
2018
Q1
$1.75M Buy
2017
Q4
$1.74M Buy