Heck Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $333K | Sell |
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|
2019
Q4 | $528K | Sell |
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|
2019
Q3 | $486K | Sell |
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|
2019
Q2 | $483K | Buy |
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|
2019
Q1 | $457K | Sell |
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|
2018
Q4 | $412K | Sell |
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|
2018
Q3 | $501K | Hold |
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|
2018
Q2 | $477K | Buy |
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|
2018
Q1 | $454K | Sell |
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|
2017
Q4 | $497K | Buy |
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|
2017
Q3 | $315K | Sell |
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|
2017
Q2 | $2.42M | Sell |
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|
2017
Q1 | $7.8M | Buy |
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|
2016
Q4 | $6.18M | Buy |
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