HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-175
| Closed | -$11K | – | 212 |
|
|
2020
Q4 | $11K | Hold |
175
| – | – | ﹤0.01% | 247 |
|
|
2020
Q3 | $10K | Hold |
175
| – | – | ﹤0.01% | 223 |
|
|
2020
Q2 | $9K | Hold |
175
| – | – | ﹤0.01% | 226 |
|
|
2020
Q1 | $8K | Hold |
175
| – | – | ﹤0.01% | 216 |
|
|
2019
Q4 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 208 |
|