Lantz Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,665
| Closed | -$827K | – | 233 |
|
|
2024
Q3 | $827K | Buy |
+8,665
| New | +$827K | 0.22% | 101 |
|
|
2022
Q4 | – | Sell |
-4,517
| Closed | -$283K | – | 187 |
|
|
2022
Q3 | $283K | Buy |
+4,517
| New | +$283K | 0.15% | 129 |
|
|
2020
Q1 | – | Sell |
-5,091
| Closed | -$321K | – | 118 |
|
|
2019
Q4 | $321K | Buy |
+5,091
| New | +$321K | 0.19% | 104 |
|