LI
LVZ Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,817
| Closed | -$296K | – | 71 |
|
|
2017
Q2 | $296K | Hold |
5,817
| – | – | 2.66% | 19 |
|
|
2017
Q1 | $294K | Sell |
5,817
-3,578
| -38% | -$181K | 2.77% | 19 |
|
|
2016
Q4 | $462K | Buy |
9,395
+1,837
| +24% | +$90.3K | 4.43% | 5 |
|
|
2016
Q3 | $348K | Buy |
7,558
+4,955
| +190% | +$228K | 3.39% | 7 |
|
|
2016
Q2 | $350K | Buy |
+2,603
| New | +$350K | 3.81% | 6 |
|