HFG 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,962
| Closed | -$268K | – | 101 |
|
2024
Q1 | $268K | Hold |
2,962
| – | – | 0.24% | 84 |
|
2023
Q4 | $250K | Hold |
2,962
| – | – | 0.24% | 83 |
|
2023
Q3 | $221K | Hold |
2,962
| – | – | 0.24% | 81 |
|
2023
Q2 | $232K | Hold |
2,962
| – | – | 0.24% | 77 |
|
2023
Q1 | $219K | Hold |
2,962
| – | – | 0.25% | 75 |
|
2022
Q4 | $209K | Buy |
+2,962
| New | +$209K | 0.25% | 83 |
|