KOMWMG
Kerntke Otto McGlone Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38
| Closed | -$3K | – | 97 |
|
|
2022
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 109 |
|
|
2021
Q3 | – | Sell |
-199,009
| Closed | -$14.3M | – | 86 |
|
|
2021
Q2 | $14.3M | Buy |
199,009
+42,158
| +27% | +$3.03M | 5.71% | 3 |
|
|
2021
Q1 | $10.8M | Buy |
156,851
+65,121
| +71% | +$4.49M | 5.67% | 2 |
|
|
2020
Q4 | $5.71M | Buy |
91,730
+57,639
| +169% | +$3.58M | 3.37% | 5 |
|
|
2020
Q3 | $1.85M | Buy |
+34,091
| New | +$1.85M | 1.36% | 18 |
|