Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Hold |
24,491
| – | – | 1.84% | 15 |
|
|
2025
Q1 | $2.26M | Hold |
24,491
| – | – | 2.05% | 12 |
|
|
2024
Q4 | $2.27M | Hold |
24,491
| – | – | 2.1% | 12 |
|
|
2024
Q3 | $2.34M | Hold |
24,491
| – | – | 2.09% | 12 |
|
|
2024
Q2 | $2.16M | Sell |
24,491
-229
| -0.9% | -$20.2K | 1.96% | 12 |
|
|
2024
Q1 | $2.24M | Hold |
24,720
| – | – | 2.23% | 11 |
|
|
2023
Q4 | $2.08M | Buy |
+24,720
| New | +$2.08M | 2.05% | 13 |
|
|
2022
Q3 | $1.55M | Hold |
24,720
| – | – | 1.77% | 17 |
|
|
2022
Q2 | $1.65M | Hold |
24,720
| – | – | 1.86% | 16 |
|
|
2022
Q1 | $1.88M | Hold |
24,720
| – | – | 1.91% | 16 |
|
|
2021
Q4 | $1.89M | Buy |
+24,720
| New | +$1.89M | 1.9% | 14 |
|