Jackson Wealth Management’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
2021
Q3
Sell
-49,414
Closed -$3.56M 104
2021
Q2
$3.56M Buy
49,414
+3,069
+7% +$221K 0.45% 57
2021
Q1
$3.19M Buy
+46,345
New +$3.19M 0.48% 60