KHC
Koesten Hirschmann & Crabtree’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
4,594
-410
| -8% | -$38.8K | 0.22% | 22 |
|
|
2025
Q1 | $462K | Hold |
5,004
| – | – | 0.26% | 19 |
|
|
2024
Q4 | $463K | Sell |
5,004
-30
| -0.6% | -$2.78K | 0.27% | 20 |
|
|
2024
Q3 | $481K | Sell |
5,034
-130
| -3% | -$12.4K | 0.28% | 20 |
|
|
2024
Q2 | $467K | Hold |
5,164
| – | – | 0.3% | 20 |
|
|
2024
Q1 | $467K | Sell |
5,164
-1,962
| -28% | -$177K | 0.3% | 20 |
|
|
2023
Q4 | $601K | Buy |
7,126
+120
| +2% | +$10.1K | 0.42% | 17 |
|
|
2023
Q3 | $523K | Sell |
7,006
-281
| -4% | -$21K | 0.41% | 17 |
|
|
2023
Q2 | $570K | Sell |
7,287
-453
| -6% | -$35.5K | 0.43% | 17 |
|
|
2023
Q1 | $571K | Hold |
7,740
| – | – | 0.44% | 18 |
|
|
2022
Q4 | $547K | Buy |
+7,740
| New | +$547K | 0.45% | 18 |
|