Independence Trust’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$576K Hold
2017
Q3
$544K Hold
2017
Q2
$529K Hold
2017
Q1
$524K Hold
2016
Q4
$510K Hold
2016
Q3
$479K Hold
2016
Q2
$465K Hold
2016
Q1
$446K Hold
2015
Q4
$441K Hold
2015
Q3
$421K Hold
2015
Q2
$467K Hold
2015
Q1
$467K Hold
2014
Q4
$473K Hold
2014
Q3
$452K Hold
2014
Q2
$459K Hold
2014
Q1
$437K Hold
2013
Q4
$427K Hold
2013
Q3
$391K Hold
2013
Q2
$379K Buy