Plancorp LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,577
| Closed | -$238K | – | 381 |
|
|
2025
Q1 | $238K | Sell |
2,577
-1
| -0% | -$92 | 0.01% | 318 |
|
|
2024
Q4 | $239K | Buy |
2,578
+2
| +0.1% | +$185 | 0.01% | 281 |
|
|
2024
Q3 | $246K | Sell |
2,576
-25
| -1% | -$2.39K | 0.01% | 276 |
|
|
2024
Q2 | $229K | Buy |
2,601
+354
| +16% | +$31.2K | 0.01% | 273 |
|
|
2024
Q1 | $203K | Buy |
+2,247
| New | +$203K | 0.01% | 286 |
|