Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-1,380
| Closed | -$131K | – | 870 |
|
|
2024
Q3 | $131K | Buy |
1,380
+15
| +1% | +$1.42K | 0.04% | 316 |
|
|
2024
Q2 | $120K | Buy |
1,365
+80
| +6% | +$7.03K | 0.03% | 318 |
|
|
2024
Q1 | $116K | Sell |
1,285
-33
| -3% | -$2.99K | 0.03% | 322 |
|
|
2023
Q4 | $111K | Sell |
1,318
-208
| -14% | -$17.5K | 0.04% | 318 |
|
|
2023
Q3 | $114K | Buy |
+1,526
| New | +$114K | 0.04% | 293 |
|
|
2023
Q1 | $39K | Buy |
+525
| New | +$39K | 0.02% | 489 |
|
|
2022
Q4 | – | Sell |
-516
| Closed | -$32K | – | 709 |
|
|
2022
Q3 | $32K | Buy |
+516
| New | +$32K | 0.01% | 484 |
|