Heritage Wealth Management (Arizona)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$250K	Hold
2024 Q1	$256K	Sell
2023 Q4	$249K	Buy
2022 Q4	$412K	Buy
2022 Q3	$187K	Hold
2022 Q2	$200K	Sell
2022 Q1	$231K	Buy
2021 Q3	$214K	Sell
2021 Q2	$265K	Sell
2021 Q1	$260K	Buy