Peninsula Wealth’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
2024
Q4
$1.16M Buy
2024
Q3
$1.02M Sell
2024
Q2
$952K Buy
2024
Q1
$218K Buy