HM Payson & Co’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
Q3
Sell
-93
Closed -$8.2K 1143
2024
Q2
$8.2K Buy
+93
New +$8.2K ﹤0.01% 852
2023
Q4
Sell
-53
Closed -$3.96K 1004
2023
Q3
$3.96K Buy
+53
New +$3.96K ﹤0.01% 889