LGL Partners’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
2020
Q2
Sell
2020
Q1
$284K Sell
2019
Q4
$426K Sell
2019
Q3
$404K Sell
2019
Q2
$426K Sell
2019
Q1
$480K Buy
2018
Q4
$426K Sell
2018
Q3
$821K Buy
2018
Q2
$749K Buy
2018
Q1
$595K Buy