MFT
Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.8K | Hold |
505
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $46.6K | Hold |
505
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $46.8K | Hold |
505
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $48.2K | Buy |
+505
| New | +$48.2K | 0.01% | 199 |
|
|
2021
Q1 | – | Sell |
-188
| Closed | -$12K | – | 376 |
|
|
2020
Q4 | $12K | Hold |
188
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $10K | Buy |
+188
| New | +$10K | 0.01% | 191 |
|
|
2016
Q2 | – | Sell |
-22
| Closed | -$3K | – | 117 |
|
|
2016
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 190 |
|
|
2015
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 183 |
|