Northstar Wealth Partners’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
2020
Q3
Sell
2020
Q2
$644K Sell
2020
Q1
$596K Sell
2019
Q4
$854K Buy
2019
Q3
$776K Buy
2019
Q2
$733K Sell
2019
Q1
$715K Buy
2018
Q4
$618K Buy
2018
Q3
$706K Sell
2018
Q2
$681K Hold
2018
Q1
$673K Buy