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Matrix Private Capital Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Matrix Private Capital Group’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,200
Closed -$101K – 145
2023
Q4 		$101K Hold
1,200
– – 0.08% 109
2023
Q3 		$90.1K Hold
1,200
– – 0.07% 124
2023
Q2 		$93.9K Hold
1,200
– – 0.07% 127
2023
Q1 		$88.5K Buy
+1,200
New +$88.5K 0.06% 139