MFC
Morris Financial Concepts’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
Q1 | – | Sell |
-55
| Closed | -$4.64K | – | 170 |
|
|
2023
Q4 | $4.64K | Hold |
55
| – | – | ﹤0.01% | 147 |
|
|
2023
Q3 | $4.1K | Sell |
55
-10
| -15% | -$746 | ﹤0.01% | 136 |
|
|
2023
Q2 | $5.09K | Hold |
65
| – | – | ﹤0.01% | 134 |
|
|
2023
Q1 | $4.8K | Hold |
65
| – | – | ﹤0.01% | 131 |
|
|
2022
Q4 | $4.59K | Hold |
65
| – | – | ﹤0.01% | 125 |
|
|
2022
Q3 | $4K | Sell |
65
-17
| -21% | -$1.05K | ﹤0.01% | 99 |
|
|
2022
Q2 | $5K | Sell |
82
-6
| -7% | -$366 | ﹤0.01% | 106 |
|
|
2022
Q1 | $7K | Hold |
88
| – | – | 0.01% | 101 |
|
|
2021
Q4 | $7K | Buy |
+88
| New | +$7K | 0.01% | 93 |
|