MFA
Morling Financial 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
Q2 | – | Sell |
-15,668
| Closed | -$1.42M | – | 99 |
|
|
2024
Q1 | $1.42M | Hold |
15,668
| – | – | 0.81% | 17 |
|
|
2023
Q4 | $1.32M | Hold |
15,668
| – | – | 1.07% | 16 |
|
|
2023
Q3 | $1.17M | Hold |
15,668
| – | – | 1.16% | 16 |
|
|
2023
Q2 | $1.23M | Hold |
15,668
| – | – | 1.18% | 18 |
|
|
2023
Q1 | $1.16M | Hold |
15,668
| – | – | 1.25% | 16 |
|
|
2022
Q4 | $1.11M | Hold |
15,668
| – | – | 1.41% | 15 |
|
|
2022
Q3 | $981K | Hold |
15,668
| – | – | 1.34% | 17 |
|
|
2022
Q2 | $1.05M | Hold |
15,668
| – | – | 1.37% | 17 |
|
|
2022
Q1 | $1.19M | Buy |
+15,668
| New | +$1.19M | 1.5% | 14 |
|