JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-56
| Closed | -$4K | – | 765 |
|
|
2021
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 640 |
|
|
2021
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 614 |
|
|
2021
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 568 |
|
|
2021
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 527 |
|
|
2020
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 498 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 492 |
|
|
2020
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 487 |
|
|
2019
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 509 |
|
|
2019
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 516 |
|
|
2019
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 566 |
|
|
2019
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 489 |
|