HP
Holistic Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Hold |
17,450
| – | – | 0.47% | 41 |
|
|
2025
Q1 | $1.61M | Hold |
17,450
| – | – | 0.55% | 36 |
|
|
2024
Q4 | $1.62M | Sell |
17,450
-2,905
| -14% | -$269K | 0.59% | 36 |
|
|
2024
Q3 | $1.94M | Buy |
20,355
+5
| +0% | +$477 | 0.82% | 25 |
|
|
2024
Q2 | $1.84M | Sell |
20,350
-700
| -3% | -$63.3K | 1.41% | 21 |
|
|
2024
Q1 | $1.9M | Sell |
21,050
-1,164
| -5% | -$105K | 1.45% | 19 |
|
|
2023
Q4 | $1.87M | Buy |
+22,214
| New | +$1.87M | 1.58% | 17 |
|