GWMIA
Global Wealth Management Investment Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-116
| Closed | -$9.78K | – | 290 |
|
|
2023
Q4 | $9.78K | Hold |
116
| – | – | ﹤0.01% | 295 |
|
|
2023
Q3 | $8.66K | Hold |
116
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $9.08K | Buy |
+116
| New | +$9.08K | ﹤0.01% | 301 |
|
|
2021
Q4 | – | Sell |
-32
| Closed | -$2K | – | 480 |
|
|
2021
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 418 |
|