PBMares Wealth Management’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
Q1
Sell
2021
Q4
$321K Sell
2021
Q3
$392K Sell
2021
Q2
$409K Sell
2021
Q1
$427K Sell
2020
Q4
$410K Buy
2020
Q3
$247K Buy
2020
Q2
Sell
2020
Q1
$212K Buy