LRWA
Long Run Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,193
| Closed | -$209K | – | 107 |
|
|
2024
Q3 | $209K | Buy |
+2,193
| New | +$209K | 0.05% | 98 |
|
|
2023
Q2 | – | Sell |
-7,713
| Closed | -$569K | – | 97 |
|
|
2023
Q1 | $569K | Sell |
7,713
-107,744
| -93% | -$7.95M | 0.19% | 71 |
|
|
2022
Q4 | $8.15M | Buy |
115,457
+2,588
| +2% | +$183K | 2.93% | 11 |
|
|
2022
Q3 | $7.07M | Buy |
+112,869
| New | +$7.07M | 2.8% | 11 |
|