Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.01M | Buy |
37,847
+544
| +1% | +$28.9K | 1.29% | 27 |
|
|
2017
Q4 | $2.07M | Buy |
37,303
+1,711
| +5% | +$94.8K | 1.28% | 28 |
|
|
2017
Q3 | $1.86M | Buy |
35,592
+2,206
| +7% | +$115K | 1.23% | 29 |
|
|
2017
Q2 | $1.7M | Sell |
33,386
-27,974
| -46% | -$1.42M | 1.16% | 31 |
|
|
2017
Q1 | $3.1M | Sell |
61,360
-26,643
| -30% | -$1.34M | 2.25% | 7 |
|
|
2016
Q4 | $4.32M | Buy |
+88,003
| New | +$4.32M | 3.62% | 5 |
|