IWAG
Integer Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $738K | Sell |
10,503
-968
| -8% | -$68K | 0.4% | 41 |
|
|
2020
Q4 | $726K | Buy |
11,471
+420
| +4% | +$26.6K | 0.48% | 40 |
|
|
2020
Q3 | $600K | Buy |
11,051
+13
| +0.1% | +$706 | 0.55% | 36 |
|
|
2020
Q2 | $568K | Buy |
11,038
+1
| +0% | +$51 | 0.58% | 33 |
|
|
2020
Q1 | $561K | Buy |
11,037
+245
| +2% | +$12.5K | 0.64% | 33 |
|
|
2019
Q4 | $672K | Buy |
+10,792
| New | +$672K | 0.67% | 35 |
|