Life Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Hold |
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2025
Q2 | $2.32M | Hold |
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2025
Q1 | $2.26M | Hold |
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|
2024
Q4 | $2.27M | Hold |
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|
2024
Q3 | $2.34M | Hold |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.24M | Hold |
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|
2023
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.55M | Hold |
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|
2022
Q2 | $1.65M | Hold |
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|
2022
Q1 | $1.88M | Hold |
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|
2021
Q4 | $1.89M | Buy |
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