LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 546 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 552 |
|
|
2020
Q1 | $1K | Sell |
17
-69
| -80% | -$4.06K | ﹤0.01% | 528 |
|
|
2019
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 466 |
|
|
2019
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $5K | Buy |
86
+44
| +105% | +$2.56K | ﹤0.01% | 458 |
|
|
2018
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 504 |
|
|
2018
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 502 |
|
|
2018
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 488 |
|
|
2018
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 474 |
|
|
2014
Q2 | – | Sell |
-300
| Closed | -$13K | – | 137 |
|
|
2014
Q1 | $13K | Hold |
300
| – | – | 0.01% | 167 |
|
|
2013
Q4 | $12K | Hold |
300
| – | – | 0.01% | 150 |
|
|
2013
Q3 | $11K | Hold |
300
| – | – | 0.01% | 144 |
|
|
2013
Q2 | $11K | Buy |
+300
| New | +$11K | 0.01% | 112 |
|