Peterson Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$352K Buy
3,689
+11
+0.3% +$1.05K 1.36% 18
2024
Q2
$324K Sell
3,678
-198
-5% -$17.4K 1.98% 18
2024
Q1
$351K Sell
3,876
-111
-3% -$10K 2.29% 17
2023
Q4
$336K Buy
+3,987
New +$336K 2.21% 17