LFS
Legacy Financial Strategies’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 | $1.96M | Hold |
20,745
| – | – | 0.39% | 41 |
|
|
2025
Q1 | $1.91M | Hold |
20,745
| – | – | 0.42% | 42 |
|
|
2024
Q4 | $1.91M | Sell |
20,745
-1
| -0% | -$92 | 0.41% | 40 |
|
|
2024
Q3 | $1.98M | Hold |
20,746
| – | – | 0.44% | 41 |
|
|
2024
Q2 | $1.82M | Hold |
20,746
| – | – | 0.44% | 42 |
|
|
2024
Q1 | $1.88M | Buy |
20,746
+290
| +1% | +$26.2K | 0.48% | 41 |
|
|
2023
Q4 | $1.73M | Hold |
20,456
| – | – | 0.49% | 39 |
|
|
2023
Q3 | $1.55M | Sell |
20,456
-247
| -1% | -$18.8K | 0.5% | 38 |
|
|
2023
Q2 | $1.62M | Hold |
20,703
| – | – | 0.54% | 40 |
|
|
2023
Q1 | $1.53M | Hold |
20,703
| – | – | 0.57% | 41 |
|
|
2022
Q4 | $1.46M | Hold |
20,703
| – | – | 0.6% | 40 |
|
|
2022
Q3 | $1.3M | Hold |
20,703
| – | – | 0.6% | 38 |
|
|
2022
Q2 | $1.39M | Buy |
20,703
+252
| +1% | +$16.9K | 0.68% | 34 |
|
|
2022
Q1 | $1.55M | Hold |
20,451
| – | – | 0.66% | 32 |
|
|
2021
Q4 | $1.56M | Hold |
20,451
| – | – | 0.67% | 33 |
|
|
2021
Q3 | $1.45M | Buy |
20,451
+24
| +0.1% | +$1.7K | 0.68% | 27 |
|
|
2021
Q2 | $1.47M | Sell |
20,427
-288
| -1% | -$20.7K | 0.7% | 26 |
|
|
2021
Q1 | $1.43M | Sell |
20,715
-561
| -3% | -$38.6K | 0.75% | 17 |
|
|
2020
Q4 | $1.32M | Sell |
21,276
-656
| -3% | -$40.8K | 0.67% | 18 |
|
|
2020
Q3 | $1.19M | Sell |
21,932
-17,809
| -45% | -$967K | 0.69% | 21 |
|
|
2020
Q2 | $2.08M | Buy |
39,741
+1,019
| +3% | +$53.2K | 1.6% | 7 |
|
|
2020
Q1 | $1.79M | Buy |
38,722
+21,052
| +119% | +$972K | 1.7% | 8 |
|
|
2019
Q4 | $1.11M | Buy |
17,670
+2,608
| +17% | +$164K | 0.9% | 12 |
|
|
2019
Q3 | $896K | Buy |
15,062
+572
| +4% | +$34K | 0.8% | 15 |
|
|
2019
Q2 | $832K | Buy |
14,490
+370
| +3% | +$21.2K | 0.78% | 18 |
|
|
2019
Q1 | $774K | Buy |
14,120
+1,236
| +10% | +$67.8K | 0.66% | 14 |
|
|
2018
Q4 | $632K | Buy |
12,884
+4,203
| +48% | +$206K | 0.63% | 17 |
|
|
2018
Q3 | $470K | Buy |
8,681
+2,313
| +36% | +$125K | 0.48% | 37 |
|
|
2018
Q2 | $342K | Buy |
6,368
+710
| +13% | +$38.1K | 0.31% | 69 |
|
|
2018
Q1 | $301K | Sell |
5,658
-1,294
| -19% | -$68.8K | 0.29% | 74 |
|
|
2017
Q4 | $385K | Buy |
+6,952
| New | +$385K | 0.41% | 48 |
|