GenWealth Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,693
| Closed | -$204K | – | 61 |
|
2022
Q1 | $204K | Sell |
2,693
-41
| -1% | -$3.11K | 0.06% | 69 |
|
2021
Q4 | $208K | Buy |
+2,734
| New | +$208K | 0.06% | 66 |
|
2021
Q3 | – | Sell |
-2,836
| Closed | -$204K | – | 66 |
|
2021
Q2 | $204K | Buy |
+2,836
| New | +$204K | 0.06% | 62 |
|
2020
Q1 | – | Sell |
-3,623
| Closed | -$228K | – | 62 |
|
2019
Q4 | $228K | Buy |
+3,623
| New | +$228K | 0.09% | 64 |
|