Kerntke Otto McGlone Wealth Management Group’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
2023
Q1
Sell
2022
Q4
$3K Buy
2021
Q3
Sell
2021
Q2
$14.3M Buy
2021
Q1
$10.8M Buy
2020
Q4
$5.71M Buy
2020
Q3
$1.85M Buy