McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $358K | Hold |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $697K | Sell |
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|
2021
Q2 | $778K | Sell |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $128K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $1.68M | Buy |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $738K | Buy |
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|
2017
Q4 | $741K | Buy |
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|
2017
Q3 | $638K | Buy |
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|
2017
Q2 | $244K | Buy |
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